Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Washington is an active investment advisor representative registered with Bankers Life Advisory Services, Inc. Michelle is registered with the state of Virginia, and is also registered with the state of Delaware, District of Columbia, Maryland, North Carolina, South Carolina, Texas, Utah, West Virginia, and Virginia. Michelle has been in the industry since November 2014, and has experience with Bankers Life & Casualty, PROEQUITIES, INC., and Bankers Life Securities, Inc. Michelle specializes in providing financial planning, educational seminars, and selection of other advisors for clients. She also provides portfolio management for individuals and investment companies.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
1
2
VA
08/10/2020 - Present
Bankers Life Advisory Services, Inc. (CHANTILLY VA)
VA
12/04/2014 - 05/26/2016
PROEQUITIES, INC. (CHANTILLY VA)
VA
10/14/2013 - 10/28/2013
PROEQUITIES, INC. (CHANTILLY VA)
IA
Issued 08/08/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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