Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Heffel is a financial professional with experience in the financial services industry. Michelle has held several roles in the industry including Vice President of Supervision & Compliance for both Advisory Resource Group, LLC and Pacific Capital Resource Group, Inc. Michelle currently works at Osaic Wealth, Inc. Michelle has a broad range of experience in the financial services industry. Michelle is also a registered representative with the state of Washington.
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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WA
11/02/2020 - Present
Osaic Wealth, Inc. (BELLEVUE WA)
AZ
06/03/2019 - 11/02/2020
HORNOR, TOWNSEND & KENT, LLC (SCOTTSDALE AZ)
WA
06/14/2018 - 05/28/2019
MML INVESTORS SERVICES, LLC (SEATTLE WA)
WA
06/10/2013 - 06/07/2018
FORESTERS FINANCIAL SERVICES, INC. (RENTON WA)
IA
Issued 12/05/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2016
Series 24 - General Securities Principal Examination
BC
Issued 11/22/2013
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/07/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/06/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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