Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Teeters is a financial advisor with Private Client Services, LLC, a firm based in Louisville, KY, with a branch office in Wausau, WI. Michelle has been in the financial services industry since 2000 and has a broad range of experience advising clients. Michelle holds the Series 7, Series 24, Series 51 and Series 63 licenses. Michelle specializes in financial planning, portfolio management for businesses and individuals, and selection of other advisors. Michelle is currently registered with the state of Wisconsin.
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.
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WI
02/20/2024 - Present
Private Client Services, LLC (WAUSAU WI)
WI
10/12/2012 - 02/09/2024
CETERA INVESTMENT SERVICES LLC (WAUSAU WI)
WI
04/07/2011 - 10/16/2012
RAYMOND JAMES FINANCIAL SERVICES, INC. (WAUSAU WI)
WI
04/19/2007 - 04/01/2011
UVEST FINANCIAL SERVICES GROUP, INC. (WAUSAU WI)
WI
12/09/2005 - 03/21/2007
AMERIPRISE FINANCIAL SERVICES, INC. (GREEN BAY WI)
MN
01/04/2000 - 09/15/2005
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
01/04/2000 - 09/15/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 01/07/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2006
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 04/23/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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