Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Fenaoui is a financial advisor with over 30 years of experience in the industry. Michelle is currently registered with Wells Fargo Clearing Services, LLC and has been associated with them since November 2016. Michelle has also held previous roles at First Union Brokerage Services, Inc. and Barnett Investments, Inc.. Michelle holds a Series 7, Series 10, Series 24, Series 63 and Series 65 licenses. Michelle is currently registered in 28 states and is also a Registered Investment Advisor in Texas and Virginia. Michelle specializes in portfolio management for individuals, businesses and institutions, financial planning and selection of other advisors.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
VA
10/01/2000 - Present
Wells Fargo Clearing Services, LLC (ALEXANDRIA VA)
NC
09/03/1996 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
FL
08/07/1991 - 07/26/1996
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
NA
05/22/1990 - 10/18/1990
BLINDER, ROBINSON & CO., INC.
IA
Issued 10/06/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/22/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/15/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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