Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Lynne Ash is a financial advisor with Mercer Global Advisors Inc., with over 20 years of experience in the financial services industry. Michelle has a strong background in investment advisory services and has worked with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Prior to joining Mercer Global Advisors Inc. Michelle held positions at AIG Financial Advisors, Inc., SunAmerica Securities, Inc., and First Command Financial Planning, Inc. Michelle holds Series 6, 7, 24, 63, and 65 licenses. She is also a Certified Financial Planner. Michelle has a passion for helping individuals and families achieve their financial goals and has a reputation for providing personalized and comprehensive financial planning services.
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.
Trust services, estate planning, tax return preparation, consultation
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
FL
12/06/2023 - Present
Mercer Global Advisors Inc. (Jacksonville FL)
FL
10/31/2005 - 07/01/2008
AIG FINANCIAL ADVISORS, INC. (JACKSONVILLE FL)
AZ
03/02/2005 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
TX
07/30/2002 - 12/16/2004
FIRST COMMAND FINANCIAL PLANNING, INC. (FORT WORTH TX)
IA
Issued 10/04/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/2007
Series 24 - General Securities Principal Examination
BC
Issued 03/01/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/29/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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