Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Herd Soufan is a Certified Financial Planner™ and has been working in the financial services industry since 2014. Michelle currently works as an Investment Advisor Representative with Ballentine Partners. Michelle has a strong background in providing financial planning and investment management services to individuals and families. Michelle works with clients in both Florida and Massachusetts, and has a track record of providing high-quality advice and service. Michelle is also a member of the Board of the Duke University Regional Alumni Association.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Project fees
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2
MA
04/29/2021 - Present
Ballentine Partners (Waltham MA)
Active
Inactive
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