Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Parsons is a financial advisor with Raymond James Financial Services Advisors, Inc. in WATERVILLE, OH. Michelle has been working in the financial services industry since February 1997. Michelle is licensed to provide investment advice in 27 states and is registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Michelle offers a variety of financial services including financial planning, portfolio management, and retirement planning. Michelle has a strong commitment to helping clients achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
01/12/2021 - Present
Raymond James Financial Services Advisors, Inc. (WATERVILLE OH)
OH
02/20/1997 - 04/25/2019
EDWARD JONES (WATERVILLE OH)
BOTH
Issued 03/16/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/22/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/08/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michelle Parsons is the right advisor for you? Invested Better is here to help.
