Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Simandle is a financial advisor with Fidelity Personal And Workplace Advisors. Michelle has over 25 years of experience in the financial services industry. Michelle holds Series 7, 8, 9, 10, 63 and 66 licenses. Michelle is registered to offer investment advice in 52 states, and is also a registered investment advisor in Indiana and Texas. Michelle specializes in financial planning, retirement planning, and investment management. Michelle is committed to helping 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.
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.
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.
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2
UT
10/26/2021 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
IN
05/01/2018 - 12/08/2020
THURSTON SPRINGER FINANCIAL (INDIANAPOLIS IN)
IN
02/01/2017 - 10/06/2017
DAVID A. NOYES & COMPANY (Indianapolis IN)
IN
01/22/2015 - 01/25/2016
PNC INVESTMENTS (ZIONSVILLE IN)
IN
08/27/1992 - 11/12/2014
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
BOTH
Issued 02/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/11/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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