Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Solt is a financial professional with over 10 years of experience in the industry. Michelle is currently registered with Kestra Investment Services, LLC in Dallas, Texas. Michelle has previously worked at several firms, including APEX Clearing Corporation, WFG Investments, Inc., COBRA TRADING, INC., Wells Fargo Advisors, LLC, and Fidelity Brokerage Services LLC. Michelle holds a Series 63, Series 65, Series 7, and SIE licenses.
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.
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.
1
2
TX
05/30/2023 - Present
Kestra Investment Services, LLC (DALLAS TX)
TX
11/30/2017 - 06/01/2022
APEX CLEARING CORPORATION (DALLAS TX)
TX
04/06/2016 - 07/07/2017
WFG INVESTMENTS, INC. (DALLAS TX)
TX
03/23/2015 - 12/14/2015
COBRA TRADING, INC. (CARROLLTON TX)
TX
12/11/2013 - 03/18/2015
WELLS FARGO ADVISORS, LLC (DALLAS TX)
TX
07/10/2012 - 11/22/2013
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
IA
Issued 06/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/16/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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