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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Quinn is an investment advisor representative at Fidelity Personal And Workplace Advisors. Michelle has been in the industry since 2008 and holds the Series 63, Series 66, and Series 7 licenses as well as the SIE designation. Michelle is also registered with the state of California as an investment advisor representative. Michelle has previously worked with Charles Schwab & Co., Inc. and Scottrade, Inc.. Michelle's professional experience includes working with individuals, high-net-worth individuals, corporations and businesses, pension and profit-sharing plans, 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.
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.
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
CA
12/12/2022 - Present
Fidelity Personal AND Workplace Advisors (SANTA BARBARA CA)
CA
11/05/2018 - 01/24/2022
CHARLES SCHWAB & CO., INC. (Santa Barbara CA)
CA
04/16/2008 - 03/09/2018
SCOTTRADE, INC. (SANTA BARBARA CA)
BOTH
Issued 04/25/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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