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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mikael? Claim Your ProfileMikael Lara is a financial advisor with Wells Fargo Clearing Services, LLC, a firm with offices in Las Vegas. Mikael has been in the industry since 2009, and has a strong track record of providing financial advice to a wide range of clients. Mikael is a registered investment advisor in California, Nevada, Texas, Florida, New Jersey, Utah, and Virginia.
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.
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2
NV
04/01/2016 - Present
Wells Fargo Clearing Services, LLC (LAS VEGAS NV)
CA
10/01/2012 - 04/16/2014
J.P. MORGAN SECURITIES LLC (SAN DIEGO CA)
CA
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN DIEGO CA)
CA
04/13/2009 - 05/02/2009
WAMU INVESTMENTS, INC. (SAN DIEGO CA)
IA
Issued 06/06/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/10/2009
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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