Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dr. michelle? Claim Your ProfileDr. michelle Lloyd is a financial advisor with Valic Financial Advisors, Inc. Michelle has been in the financial services industry since 2008. Michelle holds the following licenses and certifications: Series 63, Series 53, Series 24, Series 6TO, SIE, Series 31, and Series 7. Michelle has experience working with high-net-worth individuals and businesses. Michelle specializes in providing financial planning, investment management, and selection of other advisors. Michelle is licensed to provide financial advice in Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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TX
03/15/2024 - Present
Valic Financial Advisors, Inc. (HOUSTON TX)
TX
05/06/2014 - 04/14/2015
PARK AVENUE SECURITIES LLC (SUGAR LAND TX)
TX
06/01/2010 - 10/18/2012
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
TX
05/11/2006 - 10/09/2009
MML INVESTORS SERVICES, INC. (HOUSTON TX)
TX
12/19/2005 - 02/28/2006
AMERIPRISE FINANCIAL SERVICES, INC. (HOUSTON TX)
IL
03/07/2001 - 10/25/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
08/03/1998 - 01/11/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
MN
08/01/1995 - 07/24/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BC
Issued 05/10/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/20/2002
Series 24 - General Securities Principal Examination
BC
Issued 03/15/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/30/2024
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 04/28/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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