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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Grant is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., based in NEWPORT NEWS, VA. Michelle has been in the financial industry since 2017. Michelle has a Series 63, 65, 7, and SIE licenses. Michelle is a registered investment advisor in Texas and Virginia. Michelle has experience working with clients of all types, including high-net-worth individuals, corporations, and retirement plans. Michelle offers a variety of financial services, including portfolio management, financial planning, and pension consulting.
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
VA
07/10/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEWPORT NEWS VA)
VA
08/08/2023 - 05/28/2024
CETERA INVESTMENT SERVICES LLC (Newport News VA)
VA
05/05/2022 - 07/12/2023
CUSO FINANCIAL SERVICES, L.P. (CHESAPEAKE VA)
VA
10/23/2017 - 05/05/2022
WELLS FARGO CLEARING SERVICES, LLC (YORKTOWN VA)
VA
02/08/2017 - 06/09/2017
WELLS FARGO CLEARING SERVICES, LLC (PORTSMOUTH VA)
IA
Issued 03/13/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/17/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2017
Series 6 - Investment Company Products/Variable Contracts 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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