Unclaimed
Michelle Starry is a financial advisor with over 20 years of experience in the industry. Michelle is registered with Raymond James Financial Services Advisors, Inc., and has been with the firm since March 2009. Prior to joining Raymond James, Michelle worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michelle holds Series 7, 9, 10, 31, and 66 licenses. She is also registered as an investment advisor representative in Texas and Washington. Michelle specializes in providing financial planning and investment advice to individuals, businesses, and retirement plans. Michelle also provides portfolio management services, selection of other advisors, and educational seminars.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WA
03/24/2009 - Present
Raymond James Financial Services Advisors, Inc. (SPOKANE WA)
WA
06/16/1999 - 03/23/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPOKANE WA)
BOTH
Issued 07/16/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/09/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/28/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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