Profiel
Mr. Mike E.
Blair is Senior Vice President & Financial Advisors at CapFinancial Partners LLC.
Prior to joining CapFinancial Partners in 2009, Mr. Blair was the co-founder and Managing Director of The Jones Blair Group of Wells Fargo Advisors.
He has more than 25 years of experience in the financial services industry.
Mr. Blair earned Bachelor and MBA degrees from the University of North Carolina at Chapel Hill, where he focused on investment and taxation issues.
He is a Certified Investment Management Analyst with the Investment Management Consultants Association.
Eerdere bekende functies van Mike E. Blair
| Bedrijven | Functie | Einde |
|---|---|---|
Wells Fargo Clearing Services LLC
 Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Corporate Officer/Principal | 31-12-2008 |
Opleiding van Mike E. Blair
| The University of North Carolina at Charlotte | Masters Business Admin |
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| Bedrijven in privébezit | 1 |
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Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Finance |
