Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Erickson is a financial advisor with Fisher Investments and has been in the industry since 2015. Michelle holds a Series 7 and Series 66 license and is also a Certified Financial Planner. Michelle's experience includes working with Waddell & Reed and Journey Tree Financial Planning and Investments. Michelle is currently registered with the state of Texas and Washington to provide investment advisory services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
05/20/2021 - Present
Fisher Investments (PLANO TX)
OR
01/05/2015 - 06/29/2018
WADDELL & REED (EUGENE OR)
BOTH
Issued 02/14/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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