Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Weiss is a financial advisor with Wells Fargo Clearing Services, LLC, a firm with over $10 billion to $50 billion in assets under management. Michelle has been in the financial services industry since 2007 and has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Michelle holds the Series 7, Series 63, and Series 66 licenses. She is also a Registered Representative for Wells Fargo Clearing Services, LLC. Michelle specializes in providing investment consulting, financial planning, and portfolio management services. Michelle is committed to helping her clients reach their financial goals.
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
FL
08/04/2021 - Present
Wells Fargo Clearing Services, LLC (TARPON SPRINGS FL)
DC
04/29/2008 - 11/10/2020
WELLS FARGO CLEARING SERVICES, LLC (WASHINGTON DC)
NY
06/26/2007 - 03/31/2008
CIT CAPITAL SECURITIES LLC (NEW YORK NY)
BOTH
Issued 04/08/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/25/2007
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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