Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Neiheisel is a registered investment advisor with Fidelity Personal And Workplace Advisors. Michelle is a financial professional with over 15 years of experience in the financial services industry. Michelle is a dedicated financial professional who strives to build long-term relationships with her clients and help them achieve their financial goals. Michelle is also experienced in financial planning, portfolio management for individuals and businesses, and the selection of other advisors. Michelle provides financial advice to a wide range of clients including high net worth individuals, corporations, and pension and profit-sharing plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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KY
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (COVINGTON KY)
KY
11/15/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
BOTH
Issued 10/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/04/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/29/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/14/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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