Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Mackey is a financial advisor with M Holdings Securities, Inc. in Portland, Oregon. Michelle is a registered representative with Series 7, Series 63, Series 66, and Series 6TO licenses. Michelle has over 10 years of experience in the financial services industry. Michelle specializes in providing financial planning, portfolio management, and investment advisory services 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.
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
OR
04/11/2024 - Present
M Holdings Securities, Inc. (PORTLAND OR)
IL
03/10/2016 - 11/17/2016
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
FL
11/17/2014 - 10/15/2015
EDWARD JONES (SANTA ROSA BEACH FL)
BC
Issued 07/18/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/09/2023
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michelle MacKey is the right advisor for you? Invested Better is here to help.
