Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Dee Schirado is a financial advisor with over 30 years of experience in the industry. Michelle is registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2011. Michelle holds Series 7, 9, 10, 24, 52, 62, 63, 65, 66, 99, and SIE licenses. Michelle specializes in providing financial advice to individuals, families, and businesses. Michelle is also registered as an investment advisor representative in South Dakota.
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
SD
02/02/2023 - Present
Wells Fargo Clearing Services, LLC (SIOUX FALLS SD)
SD
01/03/2011 - 01/14/2020
WELLS FARGO CLEARING SERVICES, LLC (SIOUX FALLS SD)
CA
12/13/2000 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
09/25/1989 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
BOTH
Issued 12/27/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2024
Series 24 - General Securities Principal Examination
BC
Issued 03/15/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/12/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/28/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 06/28/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1992
Series 7 - General Securities Representative Examination
BC
Issued 12/31/1990
Series 52 - Municipal Securities Representative Examination
BC
Issued 12/28/1990
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michelle Schirado is the right advisor for you? Invested Better is here to help.
