Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Anthony is a financial advisor with Centaurus Financial, Inc. Michelle is a registered representative in Arizona, California, Colorado, Indiana, Louisiana, Massachusetts, Nebraska, New Mexico, North Carolina, Ohio, Texas, Utah, Virginia, Washington, and Wisconsin. Michelle has been in the financial industry since October 30, 2003, and has experience working with Wells Fargo Advisors, LLC, WELLS FARGO INVESTMENTS, LLC, CHASE INVESTMENT SERVICES CORP., and MORGAN STANLEY DW INC. Michelle provides financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Michelle is also a member of the Arizona Financial Academy, a non-profit organization dedicated to having advisors donate time and experience to teach financial literacy.
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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AZ
03/23/2020 - Present
Centaurus Financial, Inc. (TUCSON AZ)
AZ
01/03/2011 - 09/05/2014
WELLS FARGO ADVISORS, LLC (TUCSON AZ)
AZ
05/11/2010 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (TUCSON AZ)
AZ
09/12/2006 - 05/06/2010
CHASE INVESTMENT SERVICES CORP. (TUCSON AZ)
AZ
10/24/2003 - 09/08/2006
MORGAN STANLEY DW INC. (TUCSON AZ)
BOTH
Issued 11/04/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 10/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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