Michael Marchi

Entertainment/Production , Retired Financial Services Industry

Role: Wells Fargo Advisors
Location: Palm Springs, CA, US
LinkedIn followers: 500 followers

OtherView LinkedIn profile

About Michael Marchi

Producer, Retired lisenced Wealth Advisor/ Financial planner, Board member of Passions & …

Experience

Wells Fargo Advisors
Present

Skills

Asset Management
Customer Service
Asset Allocation
Banking
Mutual Funds
Financial Services
Risk Management
Credit
Portfolio Management
Loans
Social Media
Management
Wealth Management
Series 63
Leadership
Alternative Investments
Fha
Public Speaking
Equities
Strategic Planning
Insurance
Employee Benefits
Refinance
Retirement Planning
Strategic Financial Planning
Budgets
Series 7
Finance
Investment Advisory
Financial Analysis
Financial Planning
Mortgage Lending
Event Planning
Microsoft Office
Sales
Investments

Contact information

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Work email
•••••@wellsfargoadvisors.com
Personal email
•••••@•••••.com
Direct dial
+19•••••••82

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Current company

Wells Fargo Advisors

Financial Services · 15K employees · St. Louis, Missouri, United States

With financial advisors serving our clients in all 50 states, Wells Fargo Advisors is headquartered in St. Louis. At the end of the day, we help our clients succeed financially. For us – our Financial Advisors and thousands of other team members – it's a commitment. It's about honoring our relationship with clients and being fully invested in their success. Investors’ needs are more complex now than at any time in history. There are the usual concerns that investors can plan for, but there are also those events when life happens. That’s why investors are increasingly looking for advice they can trust from a financial services firm which has experience and expertise, and an uncompromising dedication to its clients. Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent our views. Additional guidelines can be found on wfa.com/social. Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo recognizes and values the diversity of its employees, customers and business partners. EOE, M/F/D/V. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. © 20••••25 Wells Fargo Clearing Services, LLC. All rights reserved. PM-09••••••••21 Wells Fargo Investment Institute, Inc. (WFII) is a registered investment adviser and wholly-owned subsidiary of Wells Fargo Bank, N.A., a bank affiliate of Wells Fargo & Company.

wellsfargoadvisors.com

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