Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Reeder is a financial advisor who has been in the industry since 2011. Michelle is registered with Wells Fargo Clearing Services, LLC, and is licensed in multiple states. Michelle has experience in providing financial planning, portfolio management, and investment consulting services to both individual and business clients. Michelle holds the Series 7, Series 63, and Series 66 licenses as well as the SIE exam. Michelle has worked at several firms including Raymond James Financial Services, Inc., LPL Financial LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michelle is committed to providing her clients with personalized financial advice to help them achieve their financial goals.
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
AZ
11/17/2021 - Present
Wells Fargo Clearing Services, LLC (TUCSON AZ)
AZ
03/22/2018 - 05/21/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (TUCSON AZ)
AZ
04/17/2017 - 03/07/2018
LPL FINANCIAL LLC (PHOENIX AZ)
WA
08/19/2015 - 04/13/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPOKANE WA)
UT
10/18/2013 - 06/05/2015
LPL FINANCIAL LLC (WEST JORDAN UT)
UT
02/05/2011 - 11/14/2011
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
BOTH
Issued 03/14/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2011
Series 7 - General Securities 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 Reeder is the right advisor for you? Invested Better is here to help.
