Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael William Jowdy is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Michael has been in the industry since 1997 and is licensed in 33 states and two districts. Michael holds the following licenses and certifications: Series 7, Series 24, Series 63, Series 65 and the SIE. Michael is a CERTIFIED FINANCIAL PLANNER™ professional. Michael specializes in retirement planning, estate planning, and college savings. Michael is committed to providing personalized financial advice to help clients reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
11/15/2024 - Present
Wells Fargo Advisors Financial Network, LLC (HUNTINGTON BEACH CA)
CA
07/14/1997 - 07/16/2001
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
04/30/1997 - 07/14/1997
ASB FINANCIAL SERVICES (IRVINE CA)
IA
Issued 11/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Jowdy is the right advisor for you? Invested Better is here to help.
