Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Jessup McKenzie has been in the financial services industry since 1995. Michelle is a Registered Representative with Synovus Securities, Inc. Michelle has previously worked with SunTrust Investment Services, Inc. and NationsSecurities. Michelle's licenses include Series 4, 7, 24, 52, 53, 63 and 66. Michelle specializes in portfolio management for individuals and businesses, and provides financial planning and other tax-related 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.
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.
Tax related services, administrative 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.
1
2
FL
10/28/2019 - Present
Synovus Securities, Inc. (POMPANO BEACH FL)
FL
03/08/1996 - 10/21/2019
SUNTRUST INVESTMENT SERVICES, INC. (FORT LAUDERDALE FL)
NA
06/23/1994 - 08/01/1995
NATIONSSECURITIES
BOTH
Issued 02/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/27/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2006
Series 4 - Registered Options Principal Examination
BC
Issued 06/01/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/18/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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