Unclaimed
Michelle Helle is a financial advisor with Empower Financial Services, Inc. Michelle has over 10 years of experience in the financial services industry. Michelle is licensed to sell securities in Iowa and has Series 6 and Series 63 licenses. Michelle was previously registered with Lincoln Financial Advisors Corporation in Fort Wayne, IN and Prudential Investment Management Services LLC in Dubuque, IA.
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.
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.
1
2
MA
03/28/2022 - Present
Empower Financial Services, Inc. (ANDOVER MA)
IN
10/10/2016 - 03/16/2022
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/19/2013 - 12/31/2014
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IA
10/18/2010 - 05/15/2013
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (DUBUQUE IA)
BC
Issued 11/04/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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