Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Christy is a financial advisor who has been in the industry since 2023. Michelle is currently registered with Creative Financial Designs, Inc. and has prior experience at CETERA ADVISOR NETWORKS LLC. Michelle specializes in providing financial planning, educational seminars, and portfolio management for individuals and businesses. Michelle is registered with the states of Kansas, Nebraska, and Texas.
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.
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
IN
12/11/2023 - Present
Creative Financial Designs, Inc. (KOKOMO IN)
NE
09/28/2023 - 12/06/2023
CETERA ADVISOR NETWORKS LLC (OMAHA NE)
BOTH
Issued 11/22/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/28/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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