Unclaimed
Michelle Schmidt is a financial professional with over 9 years of experience in the industry. Michelle is currently registered with Pimco Investments LLC and is licensed in 51 states. Michelle holds the Series 3, SIE, and Series 7 licenses.
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.
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.
1
2
CA
05/10/2013 - Present
Pimco Investments LLC (NEWPORT BEACH CA)
BC
Issued 06/14/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2019
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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