Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Watts is a financial advisor with over 20 years of experience in the financial services industry. Michelle is currently registered with Wells Fargo Clearing Services, LLC and has previously held positions with First Clearing, LLC, Wells Fargo Advisors, LLC, Vining Sparks, ICBA Securities, U.S. Bancorp Piper Jaffray Inc., and Wachovia Securities, Inc. Michelle holds Series 7, Series 10, Series 9, Series 63 and Series 65 licenses and is a registered representative in Washington. Michelle specializes in providing investment advice to individuals and businesses.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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
WA
11/11/2016 - Present
Wells Fargo Clearing Services, LLC (SPOKANE WA)
MO
03/15/2010 - 11/11/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
WA
07/07/2005 - 01/04/2010
WELLS FARGO ADVISORS, LLC (SPOKANE WA)
TN
11/03/2003 - 06/29/2004
VINING SPARKS (MEMPHIS TN)
TN
11/03/2003 - 02/02/2004
ICBA SECURITIES (MEMPHIS TN)
MN
07/16/2002 - 07/22/2003
U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)
MO
06/29/1999 - 06/20/2002
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 08/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/06/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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