Unclaimed
Michelle Fait is a financial advisor with Satori Financial LLC. Michelle has been in the industry since 1994 and is licensed to provide investment advice in Washington and California. Michelle holds the Series 7 and Series 63 securities licenses. Michelle also holds the Certified Financial Planner designation. Michelle specializes in providing financial planning services to individuals and families. Michelle has over 20 years of experience in the financial services industry. Michelle is committed to providing her clients with personalized financial advice to help them achieve their financial goals.
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.
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
01/19/2001 - Present
Satori Financial LLC (SEATTLE WA)
NY
01/07/1994 - 02/16/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 04/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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