Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Floyd is a financial advisor with Empower Advisory Group, LLC. Michele has been in the financial services industry since 2000. Michele specializes in financial planning and portfolio management for individuals, high-net-worth individuals, corporations, and other businesses. Previously, Michele worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Investments, LLC, and USAA Investment Management Company.
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.
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.
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TX
04/03/2023 - Present
Empower Advisory Group, LLC (Parker TX)
CO
05/05/2015 - 08/24/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENWOOD VILLAGE CO)
TX
01/15/2003 - 10/28/2009
WELLS FARGO INVESTMENTS, LLC (AUSTIN TX)
MN
12/15/2000 - 06/12/2001
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
12/13/2000 - 06/08/2001
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
05/04/2000 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
TX
02/18/1999 - 05/12/2000
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
IL
05/21/1998 - 02/10/1999
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 06/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2023
Series 24 - General Securities Principal Examination
BC
Issued 07/26/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/06/2023
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/28/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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