Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Fernandez is a financial advisor with Ameriprise Financial Services, LLC and has been in the industry for over 25 years. Michelle has a wealth of experience in the financial services industry, having worked for several firms over the years. Michelle is registered with the state of Pennsylvania as a licensed securities agent and has Series 6, 7, 9, 10, 24, and SIE licenses. Michelle is able to provide a variety of financial services including investment management, financial planning, and educational seminars. Michelle's office is located at 743 Pike Springs Rd in Phoenixville, Pennsylvania.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
PA
07/28/2010 - Present
Ameriprise Financial Services, LLC (Phoenixville PA)
PA
08/01/2001 - 07/15/2010
AMERIPRISE FINANCIAL SERVICES, INC. (STROUDSBURG PA)
MN
08/01/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
07/11/1997 - 05/30/2001
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
06/01/1992 - 08/03/1994
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NA
11/04/1991 - 06/01/1992
CITICORP FINANCIAL SERVICES,INC.
BC
Issued 08/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/15/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/29/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/1997
Series 7 - General Securities Representative Examination
BC
Issued 10/31/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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