Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Glass is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., a large firm with over $1 trillion in assets under management. Michelle has been in the industry since 2007 and holds a Series 7, Series 9, Series 10, Series 63, and Series 66 license. She is registered to offer securities and investment advisory services in all 50 states. Michelle is also a manager for the Renegades Soccer Club in Dallas, Texas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
TX
04/25/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DALLAS TX)
TX
12/23/2010 - 03/21/2012
SWS FINANCIAL SERVICES, INC. (DALLAS TX)
TX
11/18/2010 - 03/19/2012
SOUTHWEST SECURITIES, INC. (DALLAS TX)
TX
06/01/2009 - 12/16/2010
MORGAN STANLEY SMITH BARNEY (DALLAS TX)
TX
06/22/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
TX
04/03/2006 - 06/14/2007
H.D. VEST INVESTMENT SERVICES (IRVING TX)
BOTH
Issued 09/22/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/13/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/17/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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