Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Phillips is a financial advisor with over 30 years of experience in the financial services industry. Michelle is currently registered with Allworth Financial, LP in New Mexico. Michelle has held previous registrations with Center Street Securities, Inc., Wells Fargo Investments, LLC, Wachovia Securities, LLC, and Prudential Securities Incorporated. Michelle has a strong background in financial planning, investment management, and retirement planning. Michelle is committed to providing her clients with personalized financial advice that meets their individual needs.
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.
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NM
06/17/2024 - Present
Allworth Financial, LP (ALBUQUERQUE NM)
NM
10/27/2010 - 07/10/2013
CENTER STREET SECURITIES, INC. (RIO RANCHO NM)
NM
01/31/2008 - 12/16/2009
WELLS FARGO INVESTMENTS, LLC (ALBUQUERQUE NM)
NM
08/08/2000 - 01/07/2008
WACHOVIA SECURITIES, LLC (ALBUQUERQUE NM)
NY
06/09/1986 - 08/10/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/02/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 11/12/1984
Series 3 - National Commodity Futures Examination
Active
Inactive
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