Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Jones is a financial advisor with Wells Fargo Clearing Services, LLC. Michelle has been working in the financial services industry since 2003 and is registered with FINRA and the states of North Dakota and South Dakota. Michelle has a Series 7 and Series 66 license. Michelle specializes in providing financial planning, portfolio management, and investment consulting services. Michelle works with a wide range of clients, including individuals, families, businesses, and institutions. Michelle's focus is on helping clients achieve their financial goals. Michelle has a strong commitment to providing personalized service and building long-term relationships with clients.
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
SD
01/03/2011 - Present
Wells Fargo Clearing Services, LLC (SIOUX FALLS SD)
SD
10/15/2003 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (RAPID CITY SD)
BOTH
Issued 11/24/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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