Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Whitney? Claim Your ProfileWhitney Shea Michel is a financial advisor with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Whitney has over 20 years of experience in the financial industry. Whitney specializes in providing financial planning and investment advice to individuals, corporations, and charitable organizations.
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
MO
02/06/2014 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
MO
02/06/2014 - 11/16/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
MO
01/29/2009 - 01/21/2014
METLIFE SECURITIES INC. (ST. LOUIS MO)
MO
01/29/2009 - 01/21/2014
NEW ENGLAND SECURITIES (ST. LOUIS MO)
MO
12/11/2004 - 01/21/2014
METLIFE INVESTORS DISTRIBUTION COMPANY (ST. LOUIS MO)
MO
06/16/2008 - 09/06/2013
TOWER SQUARE SECURITIES, INC. (ST LOUIS MO)
MO
06/16/2008 - 09/06/2013
WALNUT STREET SECURITIES, INC. (ST. LOUIS MO)
MA
06/16/2008 - 07/09/2008
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
06/16/2008 - 07/09/2008
NEW ENGLAND SECURITIES (NEW YORK NY)
CA
10/13/2003 - 12/11/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
NY
01/29/2003 - 10/16/2003
NEW ENGLAND SECURITIES (NEW YORK NY)
MA
09/30/2002 - 11/06/2002
SIGNATOR INVESTORS, INC. (BOSTON MA)
BC
Issued 10/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2014
Series 24 - General Securities Principal Examination
BC
Issued 12/29/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2007
Series 7 - General Securities Representative Examination
BC
Issued 09/28/2002
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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