Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle White is a financial advisor with Fidelity Personal And Workplace Advisors. Michelle has been in the financial industry since 2018 and is registered with the state of North Carolina and Texas. Michelle provides portfolio management, financial planning and educational seminars. Michelle has experience working with individuals, high net worth individuals, charitable organizations, pension and profit sharing plans, corporations and other businesses. Michelle has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals.
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.
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.
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.
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2
AZ
04/21/2023 - Present
Fidelity Personal AND Workplace Advisors (VAIL AZ)
MS
05/23/2019 - 12/16/2020
LPL FINANCIAL LLC (COLUMBUS MS)
AZ
02/22/2018 - 09/12/2018
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
BOTH
Issued 03/03/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/16/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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