Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Reynolds is a financial advisor registered with LPL Financial LLC. Michelle has been a financial advisor since December 2011 and has been associated with LPL Financial LLC since March 2023. Prior to joining LPL Financial LLC, Michelle worked at several other firms, including Securities America, Inc., Securities Service Network, LLC, Kovack Securities Inc., Wells Fargo Clearing Services, LLC, and Edward Jones. Michelle offers a variety of financial planning services, including portfolio management, pension consulting, educational seminars, 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.
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
TX
03/27/2023 - Present
LPL Financial LLC (CEDAR PARK TX)
TX
09/18/2020 - 04/19/2023
SECURITIES AMERICA, INC. (Austin TX)
TX
04/25/2019 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (Austin TX)
TX
08/18/2017 - 04/26/2019
KOVACK SECURITIES INC. (Austin TX)
TX
12/04/2015 - 08/22/2017
WELLS FARGO CLEARING SERVICES, LLC (AUSTIN TX)
TX
12/15/2011 - 12/07/2015
EDWARD JONES (AUSTIN TX)
BOTH
Issued 12/30/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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