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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Ogden has been a financial advisor for over 18 years. Michelle has extensive experience working with individuals and families, as well as businesses and pension plans. Michelle is a Certified Financial Planner, and holds both Series 7 and 66 securities licenses. Michelle works with clients to develop personalized financial plans, and provides portfolio management services for both individuals and businesses. Michelle is also a board member for Central Florida Christian Chamber and Teen Challenge. Michelle's clients have a broad range of needs, and she strives to provide personalized service tailored to each client's unique circumstances. Michelle currently works at CWM, LLC, a registered investment advisor with over 475 investment advisor representatives, providing services to individuals, high net worth individuals, businesses, pension plans, and other institutions.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
NE
12/09/2021 - Present
CWM, LLC (OMAHA NE)
FL
02/14/2006 - 07/13/2007
ING FINANCIAL PARTNERS, INC. (GENEVA FL)
TX
10/28/1999 - 01/27/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 04/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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