Unclaimed
Michelle Leyshon Drawdy has been in the financial services industry since 1998. Michelle is a registered representative and investment advisor representative with Wells Fargo Clearing Services, LLC. Michelle holds Series 3, 7, 9, 10, 63, and SIE licenses. Michelle is registered to offer securities and investment advisory services in multiple states. Before joining Wells Fargo, Michelle was a registered representative with Prudential Securities Incorporated in New York, New York.
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.
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.
Investment consulting services to institutional clients
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
FL
11/29/2012 - Present
Wells Fargo Clearing Services, LLC (LEESBURG FL)
NY
09/24/1998 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 12/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/16/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2011
Series 3 - National Commodity Futures Examination
BC
Issued 09/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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