Unclaimed
Michelle Demand has been in the financial industry since 1994. Michelle is currently registered with LPL Financial LLC, and is licensed in 14 states. Michelle provides financial planning, investment management services for individuals, businesses, and pension consulting. Michelle has also worked for Cetera Advisor Networks LLC, The Lincoln National Life Insurance Company, American Express Financial Advisors Inc., IDS Life Insurance Company, and Lincoln Financial Advisors Corporation.
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.
Consulting and other non-discretionary advisory services
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
WA
02/01/2013 - Present
LPL Financial LLC (SPOKANE VALLEY WA)
WA
05/11/1995 - 02/04/2013
CETERA ADVISOR NETWORKS LLC (SPOKANE WA)
IN
12/13/1994 - 04/16/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MN
02/15/1994 - 06/25/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/15/1994 - 06/25/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IN
12/13/1994 - 01/16/1995
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IA
Issued 05/23/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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