Unclaimed
Michelle Zhou is a financial advisor with Wells Fargo Securities, LLC, registered with the state of North Carolina since 2021. Michelle has passed the Series 63, Series 79TO, and SIE exams. Michelle is registered with the state of North Carolina and 52 other states.
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.
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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2
NC
09/13/2021 - Present
Wells Fargo Securities, LLC (CHARLOTTE NC)
BC
Issued 07/10/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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