Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Kolling is a financial advisor with over 19 years of experience in the financial services industry. Michelle has been registered with Wells Fargo Clearing Services, LLC since 2008. Michelle has a Series 7, Series 66, and a SIE license. Prior to joining Wells Fargo Clearing Services, LLC, Michelle was registered with UBS Financial Services Inc. Michelle is registered in 49 states and the District of Columbia. Michelle specializes in financial planning, portfolio management for businesses and individuals and providing investment consulting services to institutional clients.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
02/25/2011 - Present
Wells Fargo Clearing Services, LLC (CHICAGO IL)
IL
01/03/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHICAGO IL)
IL
09/29/2006 - 01/17/2007
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
IL
06/04/2004 - 10/04/2006
A. G. EDWARDS & SONS, INC. (CHICAGO IL)
BOTH
Issued 08/06/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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