Michael Ratner
Michael Ratner is a registered investment advisor at Wells Fargo Advisors, based in Boca Raton, FL, with 29 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1675 N Military Trail Ste 500, [F1/F5-Rbo], Boca Raton, FL, 33486
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2012Other Business Activities
Michael serves as power of attorney for his mother. This activity is investment-related and requires minimal time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Dreyfus Service Corporation
Dreyfus Service CorporationBroker
Cibc OppenheimerBroker
Bishop, Allen, INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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