Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Katherine Greene is an investment advisor representative with Stifel, Nicolaus & Company, Inc. in Fayetteville, NC. Michelle has been in the industry since April 17, 2002 and has a total of 20 state registrations and two investment advisor registrations. Michelle is licensed to provide financial planning, portfolio management for businesses and individuals and portfolio management for pooled investment vehicles.
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.
Guidance on pension options to ensure a secure financial future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
03/29/2019 - Present
Stifel, Nicolaus & Company, Inc. (FAYETTEVILLE NC)
NC
06/01/2009 - 10/01/2010
MORGAN STANLEY SMITH BARNEY (FAYETTEVILLE NC)
NC
04/18/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FAYETTEVILLE NC)
IA
Issued 08/29/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michelle Greene is the right advisor for you? Invested Better is here to help.
