Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Lawson is a financial advisor with over 20 years of experience in the financial services industry. Michelle is currently registered with Raymond James & Associates, Inc., a firm with over 7,000 employees and $433 billion in assets under management. Prior to joining Raymond James, Michelle was a financial advisor with Liberty Partners Financial Services, LLC. Michelle is also a registered investment advisor and has a Series 7, 10, 66, and SIE license. Michelle specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses.
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.
Please see note in schedule d - miscellaneous
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
TX
10/14/2024 - Present
Raymond James & Associates, Inc. (San Antonio TX)
CA
02/04/2014 - 03/28/2022
LIBERTY PARTNERS FINANCIAL SERVICES, LLC (BAKERSFIELD CA)
NC
08/09/2010 - 03/30/2012
LIBERTY PARTNERS FINANCIAL SERVICES, LLC (RALEIGH NC)
CA
06/01/2009 - 06/11/2010
MORGAN STANLEY SMITH BARNEY (BAKERSFIELD CA)
CA
08/31/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BAKERSFIELD CA)
CA
02/11/2002 - 09/10/2007
CITIGROUP GLOBAL MARKETS INC. (BAKERSFIELD CA)
BOTH
Issued 04/18/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/12/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michelle Lawson is the right advisor for you? Invested Better is here to help.
