Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Hahn is a financial advisor with over 7 years of experience in the financial services industry. Michelle is a Certified Financial Planner and has a Series 7, Series 66 and SIE license. Michelle is currently employed with Cfo4life, a registered investment advisor in Coppell, Texas. In addition to her work with Cfo4life, Michelle is a registered representative with Ausdal Financial Partners, Inc. in Davenport, Iowa. Michelle's specialties include financial planning, pension consulting, portfolio management for individuals and businesses, and cash management solutions. Michelle has worked with a variety of clients including individuals, corporations, charitable organizations, pension and profit-sharing plans. Michelle’s clients have entrusted her with over $1.8 billion in assets.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Cash management solutions
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
02/21/2019 - Present
Cfo4life (COPPELL TX)
BOTH
Issued 11/15/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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