Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Greenlee is a financial advisor with Cetera Advisor Networks LLC based in El Segundo, California. Michelle has been working in the financial industry since 2010. Michelle is registered with FINRA, Missouri and holds Series 6, 7, and 63 licenses.
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.
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.
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2
CA
06/09/2021 - Present
Cetera Advisor Networks LLC (EL SEGUNDO CA)
IA
05/01/2013 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (DES MOINES IA)
IA
11/02/2010 - 05/01/2013
ING FINANCIAL ADVISERS, LLC (DES MOINES IA)
BC
Issued 09/27/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/01/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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