Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Green is an investment advisor representative at Wells Fargo Clearing Services, LLC. Michele has been in the financial services industry for over 15 years. Michele has a Series 7 and Series 66 license. Michele is registered in California. Previously, Michele was a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, LPL Financial LLC and Waddell & Reed, Inc.. Prior to joining Wells Fargo, Michele was a financial advisor at J.P. Morgan Securities LLC.
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
CA
12/22/2022 - Present
Wells Fargo Clearing Services, LLC (LOS ANGELES CA)
NY
08/28/2018 - 11/19/2022
J.P. MORGAN SECURITIES LLC (New York NY)
CA
03/06/2012 - 08/21/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAKE FOREST CA)
CA
11/17/2010 - 01/27/2012
LPL FINANCIAL LLC (ORANGE CA)
CA
02/12/2007 - 11/11/2010
WADDELL & REED, INC. (COSTA MESA CA)
BOTH
Issued 03/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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