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 Walters is a financial advisor with over 19 years of experience in the financial services industry. Michelle currently works with Park Avenue Securities LLC and offers a variety of financial planning services. Michelle has worked with clients from various backgrounds, including individuals, high-net-worth individuals, families, and small 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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2
OH
11/09/2018 - Present
Park Avenue Securities LLC (CANTON OH)
OH
11/24/2014 - 10/10/2018
ONEAMERICA SECURITIES, INC. (Akron OH)
OH
08/21/2014 - 09/26/2014
CETERA ADVISORS LLC (AKRON OH)
OH
12/21/2010 - 06/30/2014
AXA ADVISORS, LLC (AKRON OH)
OH
10/01/2008 - 10/06/2010
J.P. MORGAN SECURITIES LLC (AKRON OH)
OH
07/01/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (AKRON OH)
OH
07/30/2004 - 07/01/2006
BANC ONE SECURITIES CORPORATION (AKRON OH)
IL
07/16/2003 - 05/19/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 06/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2004
Series 7 - General Securities Representative Examination
BC
Issued 07/15/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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