Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Bender is a financial advisor at Kestra Advisory Services, LLC. Michelle has been in the financial services industry for over 20 years, and she is dedicated to helping her clients achieve their financial goals. She holds Series 7 and Series 66 securities licenses, and she is also a Certified Financial Planner. In addition to her work with Kestra Advisory Services, LLC, Michelle is also a Managing Member of Potomac Financial Consultants, LLC, where she provides insurance and investment advisory services. Michelle is a strong advocate for her clients and believes in building long-term relationships.
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.
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
MD
11/29/2017 - Present
Kestra Advisory Services, LLC (Germantown MD)
MD
09/24/2010 - 12/01/2017
INVEST FINANCIAL CORPORATION (GERMANTOWN MD)
VA
04/21/2008 - 09/27/2010
PWA SECURITIES, INC. (RESTON VA)
MD
05/08/2001 - 04/18/2008
MUTUAL SERVICE CORPORATION (GAITHERSBURG MD)
TX
02/21/2000 - 05/31/2001
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
BOTH
Issued 03/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michelle Bender is the right advisor for you? Invested Better is here to help.
