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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Leichtner is a financial advisor at Motley Fool Wealth Management, LLC, in Denver, CO. Michelle has been in the industry since 2003 and is registered with both Colorado and Virginia. Michelle has a wide range of experience in the financial industry, having previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Calton & Associates, Inc., and Wedbush Morgan Securities Inc. Michelle holds the Series 66, Series 7, and SIE licenses and specializes in providing financial planning, portfolio management, and educational seminars to individuals and corporations.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Publisher provides per-client payment for newsletter subscribers
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CO
01/05/2021 - Present
Motley Fool Wealth Management, LLC (Denver CO)
VA
02/09/2021 - 07/22/2024
TMF INVESTMENTS (ALEXANDRIA VA)
CO
05/15/2020 - 11/16/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENWOOD VILLAGE CO)
CO
07/23/2018 - 04/08/2020
CALTON & ASSOCIATES, INC. (Centennial CO)
NJ
10/26/2017 - 07/17/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
CA
05/19/2003 - 09/17/2004
WEDBUSH MORGAN SECURITIES INC. (LOS ANGELES CA)
BOTH
Issued 12/16/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2017
Series 7 - General Securities Representative Examination
Active
Inactive
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