Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Inman Myers is a financial advisor with LPL Financial LLC in GREENSBORO, NC. Michelle has been in the financial services industry since 1998 and has worked for a number of firms including BB&T Investment Services, Inc., UVEST FINANCIAL SERVICES GROUP, INC., and EDWARD JONES. Michelle is registered in North Carolina and holds the Series 6, 7, 63, and 66 licenses.
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.
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.
Consulting and other non-discretionary advisory services
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.
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NC
11/30/2016 - Present
LPL Financial LLC (GREENSBORO NC)
NC
05/19/2014 - 10/03/2016
BB&T INVESTMENT SERVICES, INC. (GREENSBORO NC)
NC
07/05/2011 - 05/19/2014
LPL FINANCIAL LLC (HIGH POINT NC)
NC
01/05/2009 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (HIGH POINT NC)
NC
07/26/2004 - 12/03/2008
EDWARD JONES (RANDLEMAN NC)
NC
03/16/2000 - 01/21/2004
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
WI
12/24/1997 - 03/24/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
BOTH
Issued 04/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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