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-Marie Robinson is an investment advisor representative at Joss Brown Wealth Advisors. Michelle is registered with the state of Virginia and has been in the industry since June 2019. Michelle has a Series 65 license and is a Certified Financial Planner. Michelle specializes in providing financial planning, portfolio management for individuals and selection of other advisors. Michelle is a strong advocate for working with her clients to understand their financial goals. Michelle has experience working with individuals, corporations, 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.
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.
A percentage of the total value of assets under management is charged.
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VA
03/19/2023 - Present
Joss Brown Wealth Advisors (WILLIAMSBURG VA)
IA
Issued 12/14/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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