Unclaimed
Michelle Helms Duskey is a financial professional with over two decades of experience in the industry. Michelle has a Series 7, Series 63 and SIE license. She is currently registered with National Financial Services LLC as a Registered Representative. Previously, Michelle has held positions with Fidelity Brokerage Services LLC and National Financial Services LLC. Michelle has worked in the Westlake, TX area for most of her career.
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.
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.
1
2
TX
05/29/2019 - Present
National Financial Services LLC (WESTLAKE TX)
TX
02/21/2007 - 04/28/2011
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
TX
01/21/2003 - 02/21/2007
NATIONAL FINANCIAL SERVICES LLC (WESTLAKE TX)
RI
12/16/1997 - 12/31/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 01/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/26/2019
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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