Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Colombo is a financial advisor registered with RBC Capital Markets, LLC, and has been working in the financial services industry since January 29, 2000. Michelle has extensive experience in the field, having previously worked at RAYMOND JAMES FINANCIAL SERVICES, INC., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, WELLS FARGO ADVISORS, LLC, and A. G. EDWARDS & SONS, INC. Michelle is currently licensed in California and North Carolina. Michelle specializes in working with a variety of clients, including individuals, corporations, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
NC
04/05/2024 - Present
RBC Capital Markets, LLC (Hubert NC)
CA
10/11/2012 - 04/29/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (SAN DIEGO CA)
CA
10/22/2010 - 10/10/2012
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SAN DIEGO CA)
CA
01/01/2008 - 10/22/2010
WELLS FARGO ADVISORS, LLC (SAN DIEGO CA)
CA
12/12/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SAN DIEGO CA)
MO
10/11/1999 - 08/22/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 12/28/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/20/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1999
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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