Best Investors Account Sign in

Michael Mcpeek

Wells Fargo Advisors Financial Network, LLC

Naples, FL

Bonita Springs, FL

Claim This Profile
Current Employers
Wells Fargo Advisors Financial Network, Llc

One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2024-06-14
  • IL RA
    APPROVED
    Since 2024-06-14

Branch Locations

8625 Tam 8625 Tamiami Trail N. 4Th Floor, Naples, FL 34108 • United States

Bonita Springs, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Financial Network, Llc Glenview IL 11/2023 Present
Catapult Glenview IL 06/2023 Present
Global Overview Glenview IL 02/2022 06/2023
Unemployed Glenview IL 12/2021 02/2022
Pennsylvania State University State College PA 08/2016 12/2021
Morgan Stanley New York City NY 06/2020 08/2020
Community Capital Management Weston FL 05/2019 08/2019
Tcf Bank Burr Ridge IL 05/2017 08/2017
  • 11/2023 → Present
    Wells Fargo Advisors Financial Network, Llc
    Glenview, IL
  • 06/2023 → Present
    Catapult
    Glenview, IL
  • 02/2022 → 06/2023
    Global Overview
    Glenview, IL
  • 12/2021 → 02/2022
    Unemployed
    Glenview, IL
  • 08/2016 → 12/2021
    Pennsylvania State University
    State College, PA
  • 06/2020 → 08/2020
    Morgan Stanley
    New York City, NY
  • 05/2019 → 08/2019
    Community Capital Management
    Weston, FL
  • 05/2017 → 08/2017
    Tcf Bank
    Burr Ridge, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-31
  • S66 Uniform Combined State Law Examination
    2024-05-31
Other Names
  • Michael A Mcpeek

View on SEC IAPD

Other Firms

TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC
SYNOVUS SECURITIES, INC.
LPL FINANCIAL LLC
CAPITAL WEALTH PLANNING, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
NTV FRONTIER MANAGEMENT

Other Investors

JENNIFER ERNA MCMANUS
RUDINA RUCI
SALWA AMEEN
SAEGER CAY OLSEN
MIGUEL ALEJANDRO ALVAREZ
Manuel Espinosa
Ethan Nathaniel Stern
DAVID MATTHEW WHITTAKER

Other Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL
J.P. MORGAN SECURITIES LLC · NAPLES, FL
SYNOVUS SECURITIES, INC. · NAPLES, FL
LPL FINANCIAL LLC · NAPLES, FL
CAPITAL WEALTH PLANNING, LLC · NAPLES, FL
AMERIPRISE FINANCIAL SERVICES, LLC · NAPLES, FL

More in Naples, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor