Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Elo is a financial professional with over 25 years of experience in the industry. Michelle is currently registered with Continental Investors Services, Inc. and is licensed to provide investment advice in Washington and several other states. Michelle focuses on portfolio management for individuals and non-profit organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Portfolio management for non-profit organizations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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WA
12/11/2018 - Present
Continental Investors Services, Inc. (LONGVIEW WA)
IA
Issued 11/20/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2018
Series 24 - General Securities Principal Examination
BC
Issued 12/02/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/20/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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