Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Letch is a financial advisor currently registered with Osaic Wealth, Inc. and Financial Dimensions Group, Inc. Michelle has been in the financial industry since June 1998. Michelle has a variety of experience in the financial industry, including previous roles with Securities America, Inc., Financial Network Investment Corporation, MetLife Securities Inc., Metropolitan Life Insurance Company, VALIC Financial Advisors, Inc., The Variable Annuity Marketing Company, American Express Financial Advisors Inc., and IDS Life Insurance Company. Michelle is a Series 63 and Series 65 licensed advisor, and holds the Series 7 and SIE licenses. Michelle provides investment advisory services to clients as well as fixed insurance products.
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.
A percentage of the total value of assets under management is charged.
1
2
MN
12/15/2023 - Present
Osaic Wealth, Inc. (LITTLE CANADA MN)
MN
07/13/2009 - 02/28/2013
SECURITIES AMERICA, INC. (FALCON HEIGHTS MN)
MN
11/28/2007 - 07/09/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (FOREST LAKE MN)
MA
08/01/2006 - 11/01/2007
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/01/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MN
11/03/1999 - 08/08/2006
VALIC FINANCIAL ADVISORS, INC. (BLOOMINGTON MN)
TX
11/03/1999 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
MN
04/06/1998 - 10/21/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/06/1998 - 10/21/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 6/7/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/3/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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