Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Dojaquez is a registered representative and investment advisor representative with Wells Fargo Clearing Services, LLC. Michelle has been in the financial industry since January 2016. Michelle is licensed to conduct business in Arizona and California. Michelle has her Series 7, 63 and 66 licenses and has been recognized with the SIE designation. Michelle specializes in working with individuals, businesses, corporations, and pension and profit sharing plans. Michelle's office is located at 2195 E RIVER RD, TUCSON, AZ 85718 and 5740 N SWAN RD, TUCSON, AZ 85718.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
AZ
02/14/2025 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TUCSON AZ)
BOTH
Issued 2/13/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/17/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/18/2024
Series 7TO - General Securities Representative Examination
BC
Issued 1/4/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/7/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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