Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Aspan is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Michele has been working in the financial services industry since 1996. Michele is registered with the state of Illinois and Texas, and has been with Wells Fargo Advisors since June 2019. Prior to that, Michele worked for Wells Fargo Clearing Services, LLC from February 2007 to June 2019, and Morgan Stanley DW Inc. from March 1999 to February 2007. Michele holds the Series 7 and Series 66 securities licenses, as well as the SIE exam.
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
IL
06/06/2019 - Present
Wells Fargo Advisors Financial Network, LLC (HIGHLAND PARK IL)
IL
02/02/2007 - 06/06/2019
WELLS FARGO CLEARING SERVICES, LLC (HIGHLAND PARK IL)
IL
03/03/1999 - 02/06/2007
MORGAN STANLEY DW INC. (RIVERWOODS IL)
NY
11/27/1996 - 01/26/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 01/26/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/07/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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