Unclaimed
Michelle Metzger Stewart is a financial advisor currently registered with Voya Retirement Advisors, LLC. Michelle has been in the financial services industry since 2014 and has a Series 6, 7, and 66 license. Michelle has worked for Empower Financial Services, Inc. and Invesco Distributors, Inc. in the past. Michelle specializes in providing portfolio management for individuals.
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.
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.
1
2
TX
07/26/2023 - Present
Voya Retirement Advisors, LLC (Houston TX)
CO
05/20/2019 - 06/14/2023
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
TX
05/15/2014 - 05/20/2019
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
BOTH
Issued 11/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2015
Series 7 - General Securities Representative Examination
BC
Issued 05/14/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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