Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Lamond is a financial advisor with Wells Fargo Advisors Financial Network, LLC in Longview, TX. Michelle has been in the financial services industry since 2009 and has experience with a variety of firms. Michelle's expertise includes investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for individuals and businesses. Michelle is registered with the state of Texas to provide both broker-dealer and investment advisor services.
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.
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.
Investment consulting services to institutional clients
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.
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TX
06/02/2023 - Present
Wells Fargo Advisors Financial Network, LLC (LONGVIEW TX)
TX
01/20/2021 - 06/02/2023
WELLS FARGO CLEARING SERVICES, LLC (LONGVIEW TX)
TX
10/27/2016 - 11/05/2020
WELLS FARGO CLEARING SERVICES, LLC (LONGVIEW TX)
TX
04/18/2016 - 11/03/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (LONGVIEW TX)
TX
03/01/2013 - 06/09/2014
RAYMOND JAMES FINANCIAL SERVICES, INC. (LONGVIEW TX)
TX
06/01/2009 - 09/05/2012
MORGAN STANLEY SMITH BARNEY (LONGVIEW TX)
TX
09/08/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (LONGVIEW TX)
BOTH
Issued 06/11/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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