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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Gwen Anderson is a financial advisor with Wells Fargo Clearing Services, LLC. Michelle has been working in the financial services industry since 1993. She is registered as a Broker/Dealer and Investment Advisor in several states, including Texas and Wisconsin. Michelle is a highly experienced financial professional with a strong understanding of the financial markets and investment strategies. Michelle has a proven track record of helping clients achieve their financial goals. Michelle has worked with clients of all types, including individuals, families, businesses, and institutions. Michelle is committed to providing her clients with personalized financial advice that meets their unique needs. Michelle is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
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.
1
2
WI
09/30/2010 - Present
Wells Fargo Clearing Services, LLC (WAUKESHA WI)
NC
01/01/1996 - 07/05/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NJ
11/29/1994 - 01/01/1996
FIRST FIDELITY BROKERS, INC. (NEWARK NJ)
NA
06/14/1994 - 12/14/1994
BALTIMORE BANCORP INVESTMENT SERVICES, INC.
NY
09/13/1993 - 03/15/1994
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
IA
Issued 05/28/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/29/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1996
Series 7 - General Securities Representative Examination
BC
Issued 09/10/1993
Series 6 - Investment Company Products/Variable Contracts 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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