Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Kathleen Smith is a Registered Representative and Investment Advisor Representative with Charles Schwab & CO., Inc. Michelle has been in the financial services industry since 2015. Michelle holds Series 63, Series 7 and SIE licenses and is registered in Arizona. Michelle is located in Orlando, Florida at the Charles Schwab branch office at 1958 Summit Park Dr., Orlando, FL 32810. Michelle has specialized in both Financial Planning and Selection of Other Advisors.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
07/15/2015 - Present
Charles Schwab & CO., Inc. (Orlando FL)
BC
Issued 09/04/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Michelle Smith is the right advisor for you? Invested Better is here to help.
