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 a financial advisor currently associated with Truist Advisory Services, Inc., based in SARASOTA, FL. Michelle has been in the financial services industry since 2008. Michelle is registered as a broker-dealer and investment adviser representative in 53 states and is licensed to sell investment company products and variable contracts. Michelle holds the Series 6, 7TO, 63, and 66 licenses. Michelle offers a wide range of financial planning and investment advisory services to individuals, businesses, and institutions. Michelle has a strong track record of providing excellent service and achieving positive results for clients.
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.
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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 07/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/27/2022
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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