Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Miguel? Claim Your ProfileMiguel Morales-Corujo is a financial advisor with Wells Fargo Clearing Services, LLC. Miguel is a registered representative with the firm and has been in the financial industry for over 10 years. Miguel has Series 7, 66 and SIE licenses and has held previous roles with Kovack Securities Inc., Walnut Street Securities, Inc. and MML Investors Services, LLC. Miguel is committed to helping his clients achieve 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
VA
03/22/2023 - Present
Wells Fargo Clearing Services, LLC (ROANOKE VA)
PA
11/18/2020 - 12/05/2022
MML INVESTORS SERVICES, LLC (CENTER VALLEY PA)
PR
05/21/2015 - 10/20/2015
KOVACK SECURITIES INC. (SAN JUAN PR)
PR
04/29/2013 - 01/10/2014
KOVACK SECURITIES INC. (SAN JUAN PR)
PR
08/14/2012 - 05/06/2013
WALNUT STREET SECURITIES, INC. (SAN JUAN PR)
BOTH
Issued 12/11/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/27/2020
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2012
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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