Michael Richardson
Financial Advisor at Wells Fargo Advisors
- Role
- Financial Advisor at Wells Fargo Advisors
- Location
- San Jose, CA, US
- LinkedIn followers
- 500 followers
About Michael Richardson
Highly experienced results-driven executive. Over 25 years experience in Wealth…
Experience
Financial Advisor
Apr 2025 — Present
As a seasoned financial advisor with decades of experience, I provide comprehensive wealth management strategies tailored to the unique needs of individuals, families, and business owners. My mission is to help clients achieve financial clarity and long-term security through personalized planning and informed decision-making.
Education
NASM
Senior Fitness Specialist National Academy of Sports Medicine (NASM)
Skills
- Asset Allocation
- Mutual Funds
- Portfolio Management
- Long Term Care Insurance
- Series 53
- Series 7
- Series 12
- Sales Management Coaching
- Life Insurance
- Finance
- Retirement Planning
- Finra
- Business Strategy
- Building High Performance Sales Teams
- Sales Management
- Performance Management
- Financial Services
- Investment Strategies
- Alternative Investments
- Fixed Annuities
- Retirement
- Strategic Financial Planning
- Financial Planning
- Investment Sales
- Wealth Management
- Financial Advisory
- Series 6
- Series 24
- Strategic Planning
- Fixed Income
- Wealth Accumulation
- Investment Management
- Variable Annuities
- Investments
- Asset Management
- Trading
- Wealth Management Services
- Management
- Series 4
- Investment Advisory
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