Michael WagnerCRD Number: 4615862
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Michael Wagner (CRD# 4615862) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Charlotte, NC and has over 14 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Bank Of America, N.a.||Charlotte, NC||Dec 2009 - Current||7|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Charlotte, NC||Oct 2007 - Current||9|
|Morgan Stanley & Company, Incorporated||Charlotte, NC||Apr 2007 - Oct 2007||< 1|
|Morgan Stanley Dw Inc.||Charlotte, NC||Aug 2004 - Apr 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2003|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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