Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Elizabeth Depuy is a registered representative with Osaic FA, Inc. based in Columbus, OH. Michelle has over 17 years of experience in the financial services industry and has held previous roles at Park Avenue Securities LLC, Walnut Street Securities, Inc. and Northwestern Mutual Investment Services, LLC. Michelle is a Series 6, 7 and 26 licensed professional and holds the SIE exam. Michelle Elizabeth Depuy is an experienced advisor that can assist clients with a wide range of investment needs.
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.
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.
Retirement plan consulting services provided on a limited basis.
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
OH
02/27/2015 - Present
Osaic FA, Inc. (COLUMBUS OH)
OH
06/29/2010 - 02/04/2015
PARK AVENUE SECURITIES LLC (DUBLIN OH)
OH
10/06/2005 - 04/07/2009
WALNUT STREET SECURITIES, INC. (NEW ALBANY OH)
WI
08/23/2001 - 08/28/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BC
Issued 11/11/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2017
Series 7 - General Securities Representative Examination
BC
Issued 10/05/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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