Michael PetixCRD Number: 1106851
Current Firm: Wells Fargo Clearing Services, LLC
Michael Petix (CRD# 1106851) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Rochester, NY and has over 28 years of experience in the finance industry.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Wells Fargo Clearing Services, LLC||Rochester, NY||Nov 2016 - Current||1|
|Wells Fargo Advisors LLC||Rochester, NY||May 2009 - Nov 2016||7|
|Wachovia Securities, LLC||Rochester, NY||Jun 2003 - May 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1989|
|S65||NASAA Investment Advisors Law Examination||Jan 2006|
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