Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Neuhalfen is an insurance agent registered with Bankers Life Advisory Services, Inc. Michelle is a licensed insurance agent in North Carolina. She is also a registered representative with FINRA and is licensed to sell securities in California, North Carolina, South Carolina, Virginia and West Virginia. Michelle has been in the financial services industry since 2016.
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.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
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NC
03/01/2021 - Present
Bankers Life Advisory Services, Inc. (New Bern NC)
BOTH
Issued 02/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/26/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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