Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Pike Smith is a registered investment advisor representative with Truist Advisory Services, Inc., a firm that has been in business for over 15 years. Michele has been working in the financial services industry since 1993 and has extensive experience in securities and investment advisory services. Michele is registered to provide investment advice in numerous states and is committed to serving clients with the utmost professionalism and integrity. She is passionate about helping clients achieve their financial goals and believes in a personalized approach to financial planning.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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NC
01/26/2023 - Present
Truist Advisory Services, Inc. (GREENSBORO NC)
NC
08/15/2013 - 02/23/2023
MORGAN STANLEY (Greensboro NC)
NC
01/02/2013 - 08/21/2013
BB&T SECURITIES, LLC (GREENSBORO NC)
NC
05/05/1999 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (GREENSBORO NC)
VA
01/10/1997 - 05/05/1999
SCOTT & STRINGFELLOW, INC. (RICHMOND VA)
NJ
04/02/1993 - 01/20/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NC
12/24/1992 - 03/04/1993
MCDANIEL LEWIS & COMPANY (GREENSBORO NC)
IA
Issued 09/15/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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