Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Davenport is a financial advisor with Wells Fargo Clearing Services, LLC. Michelle has been in the financial industry since March 1994. Michelle holds a Series 6, 7, 63 and 66 licenses as well as the SIE. She has also been licensed in Georgia since October 2000 and is also registered as an Investment Advisor Representative with Wells Fargo Advisors LLC. Michelle's offices are located in Cumming, Georgia. Michelle's experience at First Union Brokerage Services, Inc. prior to joining Wells Fargo Clearing Services, LLC may also be noted.
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
GA
02/13/2015 - Present
Wells Fargo Clearing Services, LLC (CUMMING GA)
NC
03/07/1994 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 02/03/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/04/1994
Series 6 - Investment Company Products/Variable Contracts 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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