Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Best is a financial advisor currently working at Southland Equity Partners, LLC. Michelle has been in the industry since 2003, has a combined 20 years of experience and is registered in Florida to provide investment advice and securities products. Michelle has experience working with various clients, including high-net-worth individuals and other individuals. Michelle has a variety of specializations including financial planning, portfolio management for individuals, and selection of other advisors.
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.
Personalized portfolio management to meet individual financial objectives.
Consulting 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.
A percentage of the total value of assets under management is charged.
1
2
FL
05/28/2024 - Present
Southland Equity Partners, LLC (SPRING HILL FL)
NC
02/02/2021 - 04/23/2022
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
MO
12/11/2019 - 01/05/2021
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC (ST. LOUIS MO)
MO
10/08/2014 - 10/08/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (Brentwood MO)
MO
09/18/2008 - 09/19/2014
SCOTTRADE, INC. (CAPE GIRARDEAU MO)
CA
12/07/2000 - 08/05/2008
FIDELITY BROKERAGE SERVICES LLC (LOS ANGELES CA)
BOTH
Issued 10/21/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2010
Series 24 - General Securities Principal Examination
BC
Issued 08/05/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michelle Best is the right advisor for you? Invested Better is here to help.
