Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Taylor is a financial advisor with over 25 years of experience. Michelle currently works at Balanced Wealth Group LLC, a firm that manages over $419 million in assets. Michelle specializes in providing financial planning and portfolio management services to individuals, families, and businesses. Michelle has a strong track record of success in helping clients achieve their financial goals. Michelle is a dedicated and experienced financial advisor with a deep understanding of the financial markets. Michelle is committed to providing her clients with personalized financial advice and guidance.
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.
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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OH
11/02/2023 - Present
Balanced Wealth Group LLC (WESTLAKE OH)
OH
02/23/2023 - 11/08/2023
AMERIPRISE FINANCIAL SERVICES, LLC (WESTLAKE OH)
OH
03/10/2021 - 12/15/2022
MML INVESTORS SERVICES, LLC (CLEVELAND OH)
OH
08/15/2014 - 07/19/2017
CHARLES SCHWAB & CO., INC. (LYNDHURST OH)
OH
09/04/2007 - 07/15/2014
FIDELITY BROKERAGE SERVICES LLC (WOODMERE VILLAGE OH)
OH
03/21/2007 - 08/13/2007
AXA ADVISORS, LLC (CLEVELAND OH)
UT
03/14/2001 - 03/23/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SALT LAKE CITY UT)
RI
09/06/1995 - 03/15/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BC
Issued 09/21/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/08/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/31/2003
Series 24 - General Securities Principal Examination
BC
Issued 07/19/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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