Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Le-detra? Claim Your ProfileLe-detra Michelle Bishop is a financial professional with over 20 years of experience in the industry. Le-detra is currently registered with Wells Fargo Clearing Services, LLC and has previously worked with MML Investors Services, LLC, MSI Financial Services, Inc., New England Securities, Merrill Lynch, Pierce, Fenner & Smith Incorporated, TIAA-CREF Individual & Institutional Services, LLC and Teachers Personal Investors Services, Inc. Le-detra holds Series 6, 7, 24, 26, 63 and SIE licenses and has a history of serving a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Le-detra focuses on providing investment consulting, financial planning, and portfolio management services.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
04/29/2020 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
NC
03/25/2017 - 06/04/2019
MML INVESTORS SERVICES, LLC (CHARLOTTE NC)
NC
05/19/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CHARLOTTE NC)
NC
05/19/2014 - 01/02/2015
NEW ENGLAND SECURITIES (CHARLOTTE NC)
NC
08/04/2010 - 07/09/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
03/08/2000 - 08/13/2008
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHARLOTTE NC)
NC
12/05/2005 - 10/23/2006
TEACHERS PERSONAL INVESTORS SERVICES, INC. (CHARLOTTE NC)
BC
Issued 01/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/2008
Series 24 - General Securities Principal Examination
BC
Issued 05/23/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2007
Series 7 - General Securities Representative Examination
BC
Issued 03/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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