Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Wagner is a financial advisor with over 26 years of experience in the industry. Michelle is currently registered with LPL Financial LLC in Arizona and Texas. Previously, Michelle worked at Crown Capital Securities, L.P., Locust Street Securities, Inc., Commonwealth Financial Network, Financial Network Investment Corporation, Northstar Securities, Inc., and Fidelity Brokerage Services, Inc. Michelle holds Series 7, 24, 63 and 65 licenses and is also a Certified Financial Planner. Michelle provides financial planning, portfolio management, and consulting services to a wide range of clients, including individuals, families, businesses, and retirement plans.
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.
Consulting and other non-discretionary advisory services
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.
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AZ
05/22/2024 - Present
LPL Financial LLC (TEMPE AZ)
AZ
07/28/2003 - 05/01/2024
CROWN CAPITAL SECURITIES, L.P. (TEMPE AZ)
IA
02/13/2003 - 07/28/2003
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MA
10/23/2001 - 02/13/2003
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
CA
08/01/2001 - 09/26/2001
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
TX
03/12/1999 - 09/14/1999
NORTHSTAR SECURITIES, INC. (DALLAS TX)
RI
02/15/1995 - 08/21/1998
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 08/14/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/18/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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