Michael WolfeCRD Number: 6283654
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Michael Wolfe (CRD# 6283654) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Lake Mary, FL and has over 4 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Bank Of America, N.a.||Heathrow, FL||Jun 2014 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Heathrow, FL||Dec 2013 - Current||4|
|Wells Fargo Bank, Na||Lake Mary, FL||Dec 2011 - Dec 2013||2|
|Legal Shield, Inc.||Ada, OK||May 2004 - Dec 2011||7|
|Convergys Customer Management||Lake Mary, FL||Oct 2009 - Feb 2011||1|
|Total Marketing Concepts||Longwood, FL||Feb 2008 - Jun 2009||1|
|Embarq||Altamonte Springs, FL||Jun 2008 - Mar 2009||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2014|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- A percentage of assets under your management
- 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, WY