Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Serlin is a financial advisor with Fidelity Personal and Workplace Advisors. Michelle has been in the industry for over 20 years. Michelle is a registered representative with FINRA and holds Series 7, Series 24, Series 63, and Series 66 licenses. Michelle is registered with the state of Oregon as an Investment Advisor Representative. Michelle specializes in financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
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.
1
2
WA
08/21/2020 - Present
Fidelity Personal AND Workplace Advisors (VANCOUVER WA)
AZ
10/22/2009 - 07/26/2010
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
AZ
06/12/2009 - 10/15/2009
CAMBRIDGE INVESTMENT RESEARCH, INC. (SCOTTSDALE AZ)
AZ
06/15/2004 - 05/13/2009
FIDELITY BROKERAGE SERVICES LLC (SCOTTSDALE AZ)
SC
04/01/2003 - 06/04/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
06/21/2002 - 02/07/2003
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
AZ
12/04/2001 - 07/16/2002
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
TN
03/24/1999 - 05/14/2001
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BOTH
Issued 10/14/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Michelle Serlin is the right advisor for you? Invested Better is here to help.
