Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Bodin is a financial advisor at LPL Financial LLC, a firm with over $50 billion in assets under management. Michelle has been in the financial services industry since 1991 and has a wide range of experience in helping individuals and families achieve their financial goals. She is a licensed investment advisor representative and has been registered with the state of Utah since September 2023. Michelle is also a registered representative with FINRA and has passed the Series 6, Series 26, Series 63 and Series 65 exams. In addition to providing investment advice, Michelle also offers financial planning, pension consulting, and educational seminars. Michelle is committed to providing her clients with personalized financial guidance and helping them make informed decisions about their money.
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.
Consulting and other non-discretionary advisory services
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
UT
09/26/2023 - Present
LPL Financial LLC (SOUTH JORDAN UT)
UT
09/08/2021 - 09/26/2023
TRANSAMERICA FINANCIAL ADVISORS, INC (SO. JORDAN UT)
UT
06/17/1994 - 08/26/2021
PFS INVESTMENTS INC. (WEST JORDAN UT)
NY
12/23/1991 - 06/07/1993
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 01/07/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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