Michael L Phelan

Michael L Phelan Email and Phone Number

Practice Compliance Manager at Goodson & Nichols Financial Group @ Goodson & Nichols Financial Group
Michael L Phelan's Location
Winston-Salem, North Carolina, United States, United States
Michael L Phelan's Contact Details

Michael L Phelan work email

Michael L Phelan personal email

About Michael L Phelan

I joined Goodson & Nichols Financial Group as Practice Compliance Manager in July 2023. My responsibilities include the day-to-day administrative functioning of the practice, as well as supervisory oversight of our group associates’ activities to ensure adherence to policies and procedures and that regulatory requirements are being met. At Goodson & Nichols Financial Group, our mission is to provide objective and timely financial guidance helping individuals, families, and organizations build, manage, preserve, and transition their wealth. We believe that high levels of personal service, integrity, and trust are critical to building successful client relationships. Our team is dedicated to maintaining those values while working together with our clients to develop a comprehensive wealth management plan for their unique financial circumstances.I encourage you to visit our website www.goodsonandnicholsfg.com to learn more about our practice, associates, and services provided.This information is intended for use by residents of AK, AL, CA, CO, DC, FL, GA, KY, MA, MD, MI, MN, MT, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, VT, WV and WY./*********/Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC, a registered broker-dealer and a separate non-bank affiliate of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.Opinions and comments expressed by Social Network Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. Additional guidelines can be found on www.wellsfargoadvisors.com/social.

Michael L Phelan's Current Company Details
Goodson & Nichols Financial Group

Goodson & Nichols Financial Group

View
Practice Compliance Manager at Goodson & Nichols Financial Group
Michael L Phelan Work Experience Details
  • Goodson & Nichols Financial Group
    Practice Compliance Manager
    Goodson & Nichols Financial Group Jul 2023 - Present
    Winston-Salem, North Carolina, United States
  • Wells Fargo Advisors
    Field Support Governance Specialist, Assistant Vice President
    Wells Fargo Advisors Jul 2018 - Jul 2023
    Raleigh-Durham, North Carolina Area
  • Wells Fargo Advisors
    Wim Client Service Consultant Iii
    Wells Fargo Advisors Feb 2008 - Jul 2018
    Charlotte, Nc

Michael L Phelan Skills

Series 7 Uniform Combined State Law Securities 401k Rollovers Investments Series 9/10 Series 65 Series 63 Mutual Funds Iras Retirement Equities Financial Services Finra Fixed Income Financial Analysis Portfolio Management Wealth Management Retirement Planning Finance

Frequently Asked Questions about Michael L Phelan

What company does Michael L Phelan work for?

Michael L Phelan works for Goodson & Nichols Financial Group

What is Michael L Phelan's role at the current company?

Michael L Phelan's current role is Practice Compliance Manager at Goodson & Nichols Financial Group.

What is Michael L Phelan's email address?

Michael L Phelan's email address is mi****@****ors.com

What skills is Michael L Phelan known for?

Michael L Phelan has skills like Series 7, Uniform Combined State Law, Securities, 401k Rollovers, Investments, Series 9/10, Series 65, Series 63, Mutual Funds, Iras, Retirement, Equities.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.