Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Graham is a financial advisor with over 23 years of experience in the industry. Michelle is currently registered with Wells Fargo Clearing Services, LLC and is licensed to provide financial advice in a number of states. She has also previously worked with a variety of other firms including Merrill Lynch, Morgan Stanley and UBS Financial Services. Michelle holds a Series 7 and Series 63 license as well as the SIE exam. Michelle has a broad range of experience providing financial planning and portfolio management to individuals and businesses.
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.
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2
OH
10/15/2024 - Present
Wells Fargo Clearing Services, LLC (TOLEDO OH)
OH
05/22/2009 - 10/20/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PERRYSBURG OH)
OH
05/07/2015 - 05/19/2015
MORGAN STANLEY (TOLEDO OH)
OH
07/05/2002 - 06/04/2009
UBS FINANCIAL SERVICES INC. (SYLVANIA OH)
NY
11/30/2000 - 07/10/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 06/09/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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