Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle France is a financial advisor with over 25 years of experience in the industry. Michelle is currently registered with Geneos Wealth Management, Inc., and previously worked with several other firms including AXA Advisors, LLC, Bruce A. Lefavi Securities, Inc., KCG Securities, LLC, and Lincoln Financial Advisors Corporation. Michelle is a Registered Representative in the state of Utah and holds the Series 7, Series 24, Series 52, Series 53, and Series 63 licenses. She is a licensed Investment Advisor Representative (IAR) in Utah as well. Michelle is committed to providing financial planning and investment management services to individuals, businesses, and charitable organizations.
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.
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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UT
08/06/2013 - Present
Geneos Wealth Management, Inc. (Midvale UT)
UT
04/16/2013 - 08/02/2013
AXA ADVISORS, LLC (SALT LAKE CITY UT)
UT
06/15/2012 - 03/25/2013
BRUCE A. LEFAVI SECURITIES, INC. (SALT LAKE CITY UT)
UT
05/03/2010 - 06/14/2012
KCG SECURITIES, LLC (DRAPER UT)
UT
01/12/2006 - 04/30/2010
GENEOS WEALTH MANAGEMENT, INC. (DRAPER UT)
IN
02/03/1999 - 04/26/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/03/1999 - 04/26/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NY
05/20/1998 - 01/13/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
OH
06/30/1997 - 05/01/1998
KEY INVESTMENTS INC. (CLEVELAND OH)
RI
08/05/1996 - 06/23/1997
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 05/27/2009
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/19/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/12/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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