Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Amy Shinall is a financial advisor currently registered with Wells Fargo Clearing Services, LLC. Michelle has been in the financial industry since 2013 and has a strong background in investment consulting. Michelle holds licenses to offer securities and investment advice in multiple states. Prior to joining Wells Fargo Clearing Services, Michelle was employed at SECurian Financial Services, Inc. and Invest Financial Corporation. Michelle is committed to providing her clients with personalized financial advice and guidance to help them 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.
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.
Investment consulting services to institutional clients
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.
1
2
GA
10/28/2020 - Present
Wells Fargo Clearing Services, LLC (ATLANTA GA)
GA
03/17/2014 - 06/08/2015
SECURIAN FINANCIAL SERVICES, INC. (ATLANTA GA)
GA
08/12/2013 - 03/03/2014
INVEST FINANCIAL CORPORATION (ATLANTA GA)
BC
Issued 03/24/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2013
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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