Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Nunley Whiteaker is a financial advisor with Commonwealth Financial Network. Michelle has been working in the financial industry since 1998 and is currently registered with the state of Tennessee as both a registered representative and investment advisor. Michelle is a licensed professional with over 24 years of experience in the field. Her expertise includes financial planning, portfolio management, and providing financial education to individuals, businesses, and institutions. Michelle is dedicated to building strong client relationships and helping clients achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TN
09/23/2011 - Present
Commonwealth Financial Network (COOKEVILLE TN)
TN
07/01/2003 - 09/26/2011
WELLS FARGO ADVISORS, LLC (COOKEVILLE TN)
NY
09/13/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
04/08/1998 - 07/12/2000
J.C. BRADFORD & CO. (NEW YORK NY)
IA
Issued 01/17/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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