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Michelle M Bodenshok

Wells Fargo Securities, LLC

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About Michelle M Bodenshok

Michelle Bodenshok is a financial professional with over 17 years of experience in the industry. Michelle is currently registered with Wells Fargo Securities, LLC. Previously, Michelle was registered with ABN AMRO Clearing Chicago LLC, Rosenthal Global Securities LLC, Carlin Equities, LLC, CIS Securities, Inc., NT Securities LLC, and Interactive Brokers LLC. Michelle holds the Series 7, Series 24, Series 99TO, and SIE licenses.

Firm Information

Michelle Bodenshok is currently registered with Wells Fargo Securities, LLC. Wells Fargo Securities, LLC is a Limited Liability Company formed in March 2003. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

1,325

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Michelle Bodenshok’s Registration & Firm History

NC

09/05/2017 - Present

Wells Fargo Securities, LLC (CHARLOTTE NC)

IL

06/28/2013 - 04/07/2017

ABN AMRO CLEARING CHICAGO LLC (CHICAGO IL)

NC

05/24/2011 - 06/06/2013

WELLS FARGO SECURITIES, LLC (CHARLOTTE NC)

IL

06/18/2008 - 05/24/2011

ROSENTHAL GLOBAL SECURITIES LLC (CHICAGO IL)

NY

10/18/2005 - 06/30/2006

CARLIN EQUITIES, LLC (NEW YORK NY)

IL

11/27/2002 - 06/01/2004

CIS SECURITIES, INC. (CHICAGO IL)

IL

09/12/2002 - 11/29/2002

NT SECURITIES LLC (CHICAGO IL)

CT

09/12/2001 - 04/11/2002

INTERACTIVE BROKERS LLC (GREENWICH CT)

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Licenses & Designations

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 04/28/2004

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/09/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

B

BOX Exchange LLC

C

Cboe BYX Exchange, Inc.

C

Cboe BZX Exchange, Inc.

C

Cboe C2 Exchange, Inc.

C

Cboe EDGA Exchange, Inc.

C

Cboe EDGX Exchange, Inc.

C

Cboe Exchange, Inc.

F

FINRA

I

Investors' Exchange LLC

L

Long-Term Stock Exchange, Inc.

M

MEMX LLC

M

MIAX Emerald, LLC

M

MIAX PEARL, LLC

M

Miami International Securities Exchange, LLC

N

NYSE American LLC

N

NYSE Arca, Inc.

N

NYSE Chicago, Inc.

N

NYSE National, Inc.

N

Nasdaq BX, Inc.

N

Nasdaq GEMX, LLC

N

Nasdaq ISE, LLC

N

Nasdaq MRX, LLC

N

Nasdaq PHLX LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There is public disclosure for Michelle M Bodenshok. Review regulatory record here.
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