Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Kreda is a financial advisor who has been working in the industry since July 24, 2011. Michelle is currently registered with Wells Fargo Clearing Services, LLC and is licensed to provide investment advice in Michigan and Texas. Michelle has previously worked for Ameriprise Financial Services, Inc., MetLife Securities Inc., Transamerica Financial Advisors, Inc, and Charles Schwab & Co., Inc.. Michelle is also licensed to provide investment advice in other states, including Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Nebraska, Nevada, New Jersey, New Mexico, New York, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin. Michelle holds the Series 63, Series 66, Series 7, and SIE 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.
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.
1
2
MI
11/09/2023 - Present
Wells Fargo Clearing Services, LLC (PORT HURON MI)
MI
06/17/2015 - 12/09/2015
AMERIPRISE FINANCIAL SERVICES, INC. (Port Huron MI)
MI
05/20/2014 - 06/15/2015
METLIFE SECURITIES INC. (PORT HURON MI)
MI
07/29/2013 - 12/09/2013
TRANSAMERICA FINANCIAL ADVISORS, INC (MARYSVILLE MI)
FL
10/08/2008 - 08/08/2011
CHARLES SCHWAB & CO., INC. (THE VILLAGES FL)
BOTH
Issued 10/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michelle Kreda is the right advisor for you? Invested Better is here to help.
