Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Square is a financial advisor with over 25 years of experience in the industry. Michelle is currently registered with Avantax Advisory Services and Avantax Planning Partners, Inc. Michelle specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
09/15/2022 - Present
Avantax Advisory Services (DALLAS TX)
PA
09/14/2010 - 09/08/2022
EQUITABLE ADVISORS, LLC (BALA CYNWYD PA)
NJ
10/18/2006 - 07/13/2010
AMERIPRISE FINANCIAL SERVICES, INC. (SADDLE BROOK NJ)
NJ
03/04/2003 - 09/26/2006
COMMERCE CAPITAL MARKETS, INC. (TOMS RIVER NJ)
NY
10/24/2000 - 02/20/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
MO
10/01/2000 - 11/02/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
12/18/1996 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 04/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 11/03/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/01/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/17/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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