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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Marie Farfan is an Investment Advisor Representative with World Investment Advisors, LLC. Michele has been in the industry since 2014. Michele specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles. Michele has passed the Series 63, Series 66, Series 7, and SIE exams. Previously, Michele worked with Principal Securities, Inc., Mutual Of America Life Insurance Company, Mutual Of America Securities LLC, Edward Jones, and Vanguard Marketing Corporation.
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.
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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2
AZ
01/26/2023 - Present
World Investment Advisors, LLC (Tempe AZ)
AZ
08/10/2018 - 01/23/2023
PRINCIPAL SECURITIES, INC. (PHOENIX AZ)
AZ
02/03/2017 - 06/08/2018
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (PHOENIX AZ)
AZ
02/03/2017 - 06/08/2018
MUTUAL OF AMERICA SECURITIES LLC (PHOENIX AZ)
AZ
12/02/2015 - 01/19/2017
EDWARD JONES (PHOENIX AZ)
AZ
08/26/2014 - 11/24/2015
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BOTH
Issued 12/30/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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