Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Michel is a financial advisor who has been in the industry since December 1992. He is currently registered with Wells Fargo Advisors Financial Network, LLC. Timothy holds the Series 63, 65, 7, 9, and 10 licenses. He has a long history with Wells Fargo Advisors Financial Network, LLC and previously worked with Wells Fargo Clearing Services, LLC. Timothy offers investment consulting services, financial planning, and portfolio management for individuals and businesses. He specializes in retirement planning, college savings, estate planning, and insurance. He also offers investment advice to institutional clients.
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
MO
04/03/2023 - Present
Wells Fargo Advisors Financial Network, LLC (Webster Groves MO)
IL
12/24/1992 - 04/03/2023
WELLS FARGO CLEARING SERVICES, LLC (DEKALB IL)
IA
Issued 08/31/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/20/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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