Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Marie Elliot is a financial advisor with over 27 years of experience in the financial services industry. Michelle is currently registered with LPL Financial LLC. Previously, Michelle was registered with INVEST FINANCIAL CORPORATION and PFIC SECURITIES CORPORATION. Michelle holds Series 7, 11, 63 and 66 licenses. Michelle is registered in 27 states and offers financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
02/14/2018 - Present
LPL Financial LLC (VALENCIA CA)
CA
04/30/2007 - 02/14/2018
INVEST FINANCIAL CORPORATION (VALENCIA CA)
CA
08/17/2005 - 04/30/2007
PFIC SECURITIES CORPORATION (STEVENSON RANCE CA)
TX
02/18/1998 - 08/17/2005
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
IA
03/14/1995 - 02/18/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
BOTH
Issued 12/08/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1995
Series 7 - General Securities Representative Examination
BC
Issued 08/18/1994
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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