Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Alexander is an experienced financial advisor, having worked in the industry since 2005. Michelle is currently affiliated with Osaic Wealth, Inc., a firm known for providing comprehensive financial advisory services. Prior to this, Michelle held positions at WELLS FARGO CLEARING SERVICES, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and UVEST FINANCIAL SERVICES GROUP, INC. Michelle holds the Series 6, 7, 63, and 65 licenses. Michelle is a dedicated professional committed to helping clients achieve their financial goals.
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
FL
08/29/2022 - Present
Osaic Wealth, Inc. (SEBRING FL)
FL
11/17/2014 - 09/01/2022
WELLS FARGO CLEARING SERVICES, LLC (SEBRING FL)
FL
09/22/2009 - 02/01/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEBRING FL)
FL
05/30/2007 - 08/27/2009
UVEST FINANCIAL SERVICES GROUP, INC. (SEBRING FL)
FL
09/22/2005 - 05/18/2007
WACHOVIA SECURITIES, LLC (SEBRING FL)
BC
Issued 11/26/2014
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/14/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/23/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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