Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Reynolds is an investment advisor representative with Truist Advisory Services, Inc. Michelle has been in the securities industry since September 2008. She is registered with the following securities regulators: Florida. Michelle has passed Series 7, 6, 63, and 66 examinations. Michelle is a registered investment advisor representative with the following state regulators: Florida. She has been with Truist Advisory Services, Inc. since November 2022, and previously worked at SunTrust Investment Services, Inc.. Michelle holds a variety of licenses, including: Series 7, 6, 63, and 66, which allow her to provide a wide range of investment services to her clients. Michelle specializes in providing financial planning, portfolio management, and other investment services to individuals, businesses, and charitable organizations.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
FL
12/12/2022 - Present
Truist Advisory Services, Inc. (SARASOTA FL)
NC
09/16/2008 - 07/31/2012
SUNTRUST INVESTMENT SERVICES, INC. (KINGS MOUNTAIN NC)
BOTH
Issued 11/15/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 4/27/2022
SIE - Securities Industry Essentials Examination
BC
Issued 9/15/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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