Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Ann Joseph is a financial advisor with LPL Financial LLC. Michelle has been in the financial industry since 2008 and has a Series 6, Series 7, and Series 66 license. Michelle is also registered as a Registered Representative in Michigan, Texas, and Florida. Michelle provides financial planning services, including investment advice, portfolio management, and retirement planning, to individuals and businesses.
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.
Consulting and other non-discretionary advisory services
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.
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MI
02/14/2018 - Present
LPL Financial LLC (BRIGHTON MI)
MI
09/21/2016 - 02/14/2018
INVEST FINANCIAL CORPORATION (BRIGHTON MI)
MI
10/21/2009 - 07/13/2016
LPL FINANCIAL LLC (OWOSSO MI)
MI
06/20/2000 - 10/09/2001
INDEPENDENCE ONE BROKERAGE SERVICES, INC. (FARMINGTON HILLS MI)
BOTH
Issued 11/18/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/19/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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