Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Casper is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Michelle has been in the financial industry since 1999 and has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Michelle is licensed to provide investment advice in multiple states and specializes in financial planning, portfolio management, and selection of other advisors.
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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NV
02/02/2024 - Present
Wells Fargo Advisors Financial Network, LLC (RENO NV)
CA
05/16/2016 - 02/02/2024
WELLS FARGO CLEARING SERVICES, LLC (SAN LUIS OBISPO CA)
CA
06/01/2009 - 06/13/2016
MORGAN STANLEY (SAN LUIS OBISPO CA)
CA
04/13/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SAN LUIS OBISPO CA)
CA
02/20/2003 - 04/22/2009
WELLS FARGO INVESTMENTS, LLC (SANTA MARIA CA)
MN
08/09/2002 - 02/03/2003
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
CA
05/02/2001 - 08/21/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
05/16/2000 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
CA
10/25/1999 - 05/17/2000
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
BOTH
Issued 02/09/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/15/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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