Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Miguez-garcia is a financial advisor with Kestra Advisory Services, LLC. Michelle is a Series 7, Series 63, and Series 65 licensed advisor with over 20 years of experience in the industry. Michelle has worked with a variety of clients, including individuals, families, businesses, and institutions. Michelle specializes in providing financial planning, investment management, and retirement planning services.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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TX
11/09/2021 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
TX
10/13/2016 - 11/19/2021
LPL FINANCIAL LLC (SAN ANTONIO TX)
TX
05/02/2016 - 10/19/2016
WELLS FARGO ADVISORS, LLC (SAN ANTONIO TX)
TX
10/07/2014 - 06/19/2015
CARY STREET PARTNERS (SAN ANTONIO TX)
TX
01/03/2011 - 01/02/2014
WELLS FARGO ADVISORS, LLC (SAN ANTONIO TX)
TX
09/09/2008 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SAN ANTONIO TX)
TX
05/08/2006 - 06/13/2008
FROST BROKERAGE SERVICES, INC. (SAN ANTONIO TX)
TX
02/11/2005 - 03/21/2006
FIXED INCOME SECURITIES, LP (SAN ANTONIO TX)
GA
09/10/2001 - 02/11/2005
SUNTRUST SECURITIES, INC. (ATLANTA GA)
IA
Issued 05/14/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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