Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Gonzalez-vigil is a financial advisor who has been in the industry since 2000. Michelle is registered with Kestra Advisory Services, LLC and has a Series 6, Series 63 and SIE license. Michelle has experience working with a variety of clients, including individuals, high net worth individuals, corporations, and pension plans. Michelle also offers financial planning and portfolio management services. Michelle is also a Certified Financial Planner. In addition to their work at Kestra Advisory Services, LLC, Michelle is also involved in the community. Michelle is a board member of Park Road Montessori School and a member of the Park Road Montessori School PTO.
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.
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
NC
04/25/2016 - Present
Kestra Advisory Services, LLC (CHARLOTTE NC)
NC
08/14/1999 - 06/28/2006
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
BC
Issued 08/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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