Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michel? Claim Your ProfileMichel Allen is a financial advisor at Fidelity Personal And Workplace Advisors. Michel has been in the industry since 2017 and holds Series 6, 7, and 66 licenses. Michel's specializations include financial planning, investment management for individuals and businesses, and educational seminars. Michel is registered in 19 states, including Virginia, Texas, and California. Michel has experience with Fidelity Investments, TD Ameritrade, and LPL Financial LLC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
1
2
VA
05/28/2021 - Present
Fidelity Personal AND Workplace Advisors (RESTON VA)
VA
02/26/2018 - 01/11/2021
TD AMERITRADE, INC. (Leesburg VA)
VA
07/20/2017 - 02/26/2018
SCOTTRADE, INC. (ASHBURN VA)
PA
08/19/2015 - 12/14/2015
LPL FINANCIAL LLC (HARLEYSVILLE PA)
BOTH
Issued 11/02/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/19/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Michel Allen is the right advisor for you? Invested Better is here to help.
