Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Taylor is a registered investment advisor representative with Vanguard Advisers, Inc. Michelle has been in the securities industry since 1998 and has a broad range of experience. Michelle has passed several securities industry examinations including Series 6, 7, 63, and 66, and has registrations in 56 states and the District of Columbia. Michelle is currently registered with Vanguard Advisers, Inc. in the states of North Carolina, South Carolina, and Texas. Michelle has prior experience with First Clearing, LLC, Wachovia Securities, LLC, Citigroup Global Markets Inc., and Fidelity Brokerage Services LLC. Michelle provides financial planning and portfolio management services to individual and institutional clients.
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.
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.
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2
NC
07/30/2021 - Present
Vanguard Advisers, Inc. (CHARLOTTE NC)
MO
10/29/2008 - 11/15/2010
FIRST CLEARING, LLC (ST. LOUIS MO)
MO
06/11/2007 - 10/27/2008
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
UT
09/04/2003 - 12/01/2006
CITIGROUP GLOBAL MARKETS INC. (SALT LAKE CITY UT)
RI
10/01/1998 - 09/23/2003
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 07/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/30/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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