Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Cook is a financial advisor with Keel Point, LLC in Huntsville, Alabama. Michelle has been in the financial industry since June 20, 1999. Michelle holds the Series 66, Series 7 and SIE licenses. Prior to joining Keel Point, LLC, Michelle was registered with Truist Investment Services, Inc. in Mobile, Alabama. Michelle has experience working with individuals, high-net-worth individuals, corporations and other businesses, charitable organizations, pension and profit-sharing plans, pooled investment vehicles, and state or municipal government entities. Michelle specializes in providing financial planning, portfolio management for businesses and individuals, and consulting services to third-party RIAs.
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.
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.
Consulting service to third-party ria
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
AL
01/09/2024 - Present
Keel Point, LLC (HUNTSVILLE AL)
AL
02/17/2021 - 10/10/2023
TRUIST INVESTMENT SERVICES, INC. (MOBILE AL)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
AL
09/07/2010 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (MOBILE AL)
AL
01/07/2008 - 08/31/2010
STERNE AGEE FINANCIAL SERVICES, INC. (MOBILE AL)
AL
06/04/2002 - 01/07/2008
NBC SECURITIES, INC. (MOBILE AL)
AL
03/17/1999 - 06/04/2002
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
BOTH
Issued 06/02/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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