Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Engle is a registered representative with Lincoln Investment and Capital Analysts. Michelle is a financial advisor with over 10 years of experience in the financial industry. Michelle has a Series 7 and 66 license and is registered in Florida, Maryland, Missouri, New Jersey, New York, North Carolina, Ohio, South Carolina, Texas and Virginia. Michelle's specializations include asset allocation, retirement planning, investment planning and college savings. Michelle also has experience in insurance and is an agent for life and disability insurance. Michelle has a passion for helping individuals and families 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
11/06/2018 - Present
Lincoln Investment (PALM BEACH GARDENS FL)
FL
01/01/2014 - 11/07/2018
AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)
BOTH
Issued 03/14/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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