Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Locke is a financial advisor with Equity Services, Inc. located in NEW CASTLE, PA. Michelle has been in the industry since 2011. Michelle is registered with FINRA and has a Series 6, SIE and Series 63 license. Michelle has experience working with clients of various types including high net worth individuals, corporations or other businesses, and pension and profit sharing plans.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
06/14/2023 - Present
Equity Services, Inc. (NEW CASTLE PA)
PA
10/16/2018 - 03/07/2023
PRUCO SECURITIES, LLC. (Canonsburg PA)
PA
12/13/2017 - 10/03/2018
AXA ADVISORS, LLC (SEVEN FIELDS PA)
MO
08/14/2017 - 09/18/2017
EDWARD JONES (ST. LOUIS MO)
PA
02/01/2017 - 08/03/2017
THE HUNTINGTON INVESTMENT COMPANY (NEW CASTLE PA)
PA
09/18/2013 - 02/01/2017
LPL FINANCIAL LLC (NEW CASTLE PA)
PA
04/12/2011 - 09/18/2013
FIRSTMERIT FINANCIAL SERVICES, INC (NEW CASTLE PA)
BC
Issued 03/04/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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