Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Compton is a financial advisor who has been in the industry since 1995. Michele has a Series 63, Series 65 and Series 7 licenses and is registered to offer securities and investment advisory services in 18 states. Michele is affiliated with Raymond James Financial Services Advisors, Inc. and has been with the firm since May 2019. Prior to that, Michele was with J.W. COLE FINANCIAL, INC. and Edward Jones. Michele is a senior wealth advisor at Signature Wealth Group.
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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
07/01/2019 - Present
Raymond James Financial Services Advisors, Inc. (HICKORY NC)
NC
04/20/2017 - 06/24/2019
J.W. COLE FINANCIAL, INC. (STATEVILLE NC)
NC
10/30/1995 - 03/01/2017
EDWARD JONES (STATESVILLE NC)
IA
Issued 11/07/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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