Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Portney is an active Registered Representative in Nevada with over 40 years of experience in the industry. She is currently registered with LPL Financial LLC and has held previous registrations with OSAIC WEALTH, INC., SAGEPOINT FINANCIAL, INC., SUNAMERICA SECURITIES, INC., LINSCO/PRIVATE LEDGER CORP., CHRISTOPHER WEIL & COMPANY, INC, and BARABAN SECURITIES, INC.. Michelle has passed the Series 63, Series 65, Series 24, Series 7 and SIE exams and holds the designation Chartered Financial Consultant. Michelle's specializations include a wide range of services, including Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, Consulting and other Non-Discretionary Advisory Services, and Educational Seminars.
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.
Consulting and other non-discretionary advisory services
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.
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2
NV
01/26/2024 - Present
LPL Financial LLC (DAYTON NV)
CA
09/01/2023 - 01/24/2024
OSAIC WEALTH, INC. (PORT HUENEME CA)
CA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (PORT HUENEME CA)
AZ
01/14/2003 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
SC
04/15/1987 - 01/09/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NA
11/22/1985 - 05/12/1987
CHRISTOPHER WEIL & COMPANY, INC
NA
09/23/1983 - 11/22/1985
BARABAN SECURITIES, INC.
IA
Issued 07/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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