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 Murtaugh is an investment professional with over 15 years of experience in the financial services industry. Michael has held various roles at prominent firms such as Wells Fargo Advisors, LLC, First Clearing, LLC, and UVEST Financial Services Group, Inc. Michael's current affiliation is with Wells Fargo Clearing Services, LLC. Michael has a strong understanding of the financial markets and specializes in providing investment advice and portfolio management services to individuals and businesses.
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.
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2
MO
11/11/2016 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
12/17/2013 - 11/11/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
MO
08/22/2012 - 12/17/2013
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MN
01/24/2008 - 11/07/2008
UVEST FINANCIAL SERVICES GROUP, INC. (MINNEAPOLIS MN)
NY
11/29/2006 - 02/05/2008
IFMG SECURITIES, INC. (PURCHASE NY)
MN
02/02/2006 - 12/31/2006
TCF INVESTMENTS, INC. (EAGAN MN)
BC
Issued 02/09/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2012
Series 99 - Operations Professional Examination
BC
Issued 01/26/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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