Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Lee Smith is a registered representative with Worth Financial Group Inc. in Dallas, Texas. Michelle has been in the securities industry since 1996 and has experience in the investment company products and variable contracts space. Michelle is also a Series 63 and SIE licensed advisor. Previously, Michelle worked at OXFORD FINANCIAL GROUP and RUSHMORE SECURITIES CORPORATION.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
05/12/2006 - Present
Worth Financial Group Inc. (Dallas TX)
TX
10/11/2000 - 07/14/2004
OXFORD FINANCIAL GROUP (HOUSTON TX)
TX
02/22/1995 - 10/11/2000
RUSHMORE SECURITIES CORPORATION (DALLAS TX)
BC
Issued 01/12/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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