Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Ann Strauss is an investment advisor representative with Wells Fargo Clearing Services, LLC. Michele Strauss has been in the financial services industry for over 24 years. Michele Strauss is registered in 34 states and the District of Columbia. Michele Strauss specializes in a variety of investment products and services, including retirement planning, insurance, mutual funds, and more. Michele Strauss provides financial advice and investment management services to individuals, families, 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
MI
10/12/2010 - Present
Wells Fargo Clearing Services, LLC (EAST LANSING MI)
MI
11/08/2005 - 09/15/2008
FERRIS, BAKER WATTS INCORPORATED (EAST LANSING MI)
OH
05/23/2000 - 11/08/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
05/14/1998 - 04/06/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 09/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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