Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Irby is a financial advisor with over 25 years of experience in the industry. Michelle is a registered representative with LPL Financial LLC and has held previous roles with National Planning Corporation, American General Securities Incorporated, Franklin Financial Services Corporation, and Conservative Financial Services, Inc. Michelle holds a Series 6, 7, 62, 63, and 66 license and has expertise in a variety of investment products and services. Michelle focuses on providing personalized financial advice and guidance to individuals and families, as well as businesses and retirement plans. Michelle is committed to helping her clients achieve their financial goals.
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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2
MO
11/29/2017 - Present
LPL Financial LLC (SAINT ALBANS MO)
MO
10/29/2007 - 11/29/2017
NATIONAL PLANNING CORPORATION (BONNE TERRE MO)
MO
10/01/2002 - 10/30/2007
AMERICAN GENERAL SECURITIES INCORPORATED (BONNE TERRE MO)
TX
04/18/2000 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
MO
06/12/1997 - 01/18/2000
CONSERVATIVE FINANCIAL SERVICES, INC. (FARMINGTON MO)
BOTH
Issued 10/30/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/02/1998
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 06/11/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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