Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Manning Fruit is a financial advisor with Edward Jones. Michelle is a Registered Representative and Investment Advisor Representative, licensed in multiple states, including California, Texas, Arizona, Georgia, Idaho, Illinois, Maryland, Montana, Nevada, New York, North Carolina, Oregon, South Dakota, Washington and more. Michelle has been in the financial services industry since 2000, working at a variety of firms, including Morgan Stanley, Wells Fargo Investments, LLC and Sutro & Co. Incorporated. Michelle holds Series 7, 31 and 63 and 65 licenses and the SIE designation. Michelle offers a range of financial planning and investment advisory services to individuals, businesses, families, charitable organizations, and retirement plans.
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.
See schedule d - miscellaneous
1
2
CA
12/27/2018 - Present
Edward Jones (EL DORADO HILLS CA)
CA
04/02/2015 - 06/29/2015
MORGAN STANLEY (FOLSOM CA)
OH
02/21/2003 - 11/14/2003
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
NY
07/10/2001 - 02/25/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
CA
05/02/2001 - 07/06/2001
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
08/02/2000 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
CA
10/14/1999 - 08/08/2000
SUTRO & CO. INCORPORATED (SAN FRANCISCO CA)
IL
10/22/1998 - 08/18/1999
HOWE BARNES INVESTMENTS, INC. (CHICAGO IL)
NY
02/17/1998 - 10/02/1998
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 10/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/24/2001
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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