Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Seville is a financial advisor with Truist Advisory Services, Inc. Michelle has been in the industry since 2011 and holds Series 6, 7, 63, and 65 licenses. Michelle has experience working with individuals, businesses, and charitable organizations. Michelle is registered to offer investment advice in 53 states and the District of Columbia. The services that Michelle offers include financial planning, portfolio management, and publication of periodicals.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
02/17/2021 - Present
Truist Advisory Services, Inc. (GREENCASTLE PA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
PA
11/04/2015 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (GREENCASTLE PA)
PA
02/14/2012 - 11/03/2015
CETERA INVESTMENT SERVICES LLC (GREENCASTLE PA)
PA
10/18/2011 - 02/27/2012
INVEST FINANCIAL CORPORATION (GREENCASTLE PA)
IA
Issued 04/06/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2014
Series 7 - General Securities Representative Examination
BC
Issued 10/17/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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