Michele ArcherCRD Number: 1216197
Current Firm: Wells Fargo Clearing Services, LLC
Michele Archer (CRD# 1216197) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Hauppauge, NY and has over 14 years of experience in the finance industry.
American Portfolios Advisors, Inc.
Abbondandolo Wealth Management Corp
Ubs Financial Services Inc.
|Wells Fargo Clearing Services, LLC||Melville, NY||Nov 2016 - Current||1|
|Wells Fargo Advisors LLC||Melville, NY||Apr 2010 - Nov 2016||6|
|Unemployed||Melville, NY||May 2009 - Mar 2010||< 1|
|Citigroup Global Markets Inc.||Hauppauge, NY||May 1999 - May 2009||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2003|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY