Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Cooley is a registered representative with The Wealth Consulting Group. Michelle has been in the financial services industry since 2004. Michelle has a wide range of experience in the financial services industry, including working as a registered representative for CUNA Brokerage Services, Inc., First Allied Securities, Inc., First Command Financial Planning, Inc., 1st Global Capital Corp. and Credit Suisse Securities (USA) LLC. Michelle is currently registered with LPL Financial LLC. Michelle is also a registered investment advisor representative with WCG Wealth Advisors LLC. Michelle holds a Series 7, Series 4, Series 24, Series 52, Series 53, and Series 63 licenses. Michelle specializes in providing financial planning services, investment advisory services, and pension consulting services to individuals, businesses, and charitable organizations. Michelle is a licensed investment advisor in Texas.
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.
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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2
NV
11/01/2022 - Present
THE Wealth Consulting Group (LAS VEGAS NV)
TX
05/27/2014 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Fort Worth TX)
CA
03/21/2011 - 01/06/2014
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
TX
03/29/2010 - 05/05/2010
FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)
TX
08/23/2007 - 05/14/2009
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
GA
01/17/2003 - 08/23/2007
CREDIT SUISSE SECURITIES (USA) LLC (ATLANTA GA)
NJ
11/12/2002 - 01/17/2003
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BOTH
Issued 03/26/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/24/2011
Series 4 - Registered Options Principal Examination
BC
Issued 12/12/2007
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 11/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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