Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Jayne Feland is a financial advisor in Fargo, ND. Michelle has over 20 years of experience in the financial services industry. Michelle is registered with Raymond James Financial Services Advisors, Inc. and is licensed to provide investment advice in 13 states. Michelle has a Series 7, Series 24, Series 51 and Series 63 license, and a Series 65 license. Michelle specializes in providing financial advice to individuals, families, 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
ND
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (Fargo ND)
MN
08/20/2007 - 03/27/2008
WEALTH ENHANCEMENT BROKERAGE SERVICES, LLC (PLYMOUTH MN)
ND
03/07/2003 - 03/20/2008
LPL FINANCIAL CORPORATION (FARGO ND)
CA
05/18/1999 - 03/11/2003
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 09/22/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2011
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/30/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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