Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Bradford is a financial advisor with over 16 years of experience in the financial services industry. Michelle has been with Charles Schwab & CO., Inc. since July 2019 and is registered to provide investment advice in Georgia and North Carolina. Prior to joining Charles Schwab & CO., Inc. Michelle held roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Advisors, LLC, Commonwealth Capital Securities Corp, USAA Financial Advisors, Inc., ING Financial Partners, Inc., AXA Advisors, LLC, Medallion Equities, Inc., and Intersecurities, Inc.. Michelle is a Series 7, 9, 10, 11, 66, and SIE licensed professional. Michelle specializes in providing financial planning and investment advisory services.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NC
10/18/2021 - Present
Charles Schwab & CO., Inc. (Charlotte NC)
NC
04/27/2017 - 11/09/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
VA
08/27/2014 - 12/18/2015
WELLS FARGO ADVISORS, LLC (ROANOKE VA)
FL
10/18/2012 - 02/19/2014
COMMONWEALTH CAPITAL SECURITIES CORP. (CLEARWATER FL)
FL
06/17/2011 - 10/09/2012
USAA FINANCIAL ADVISORS, INC. (TAMPA FL)
FL
02/22/2008 - 12/08/2009
ING FINANCIAL PARTNERS, INC. (NEW PORT RICHEY FL)
FL
08/08/2003 - 10/16/2007
AXA ADVISORS, LLC (TAMPA FL)
GA
01/26/2000 - 12/31/2000
MEDALLION EQUITIES, INC. (MARIETTA GA)
FL
10/26/1998 - 08/28/1999
INTERSECURITIES, INC. (ST. PETERSBURG FL)
BOTH
Issued 10/13/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/01/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/24/1998
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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