Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Brillhart is a financial advisor with over 20 years of experience in the industry. Michelle is currently registered with Wells Fargo Clearing Services, LLC, a leading financial services firm. Michelle has a broad range of experience and holds Series 7, Series 63, and Series 65 licenses. She is also a holder of the SIE certification. Michelle offers a variety of financial services including portfolio management for individuals and businesses, investment consulting services to institutional clients, financial planning, and pension consulting. Prior to joining Wells Fargo Clearing Services, LLC, Michelle was a registered representative at LEBENTHAL & CO., LLC, and Morgan Stanley. Michelle is committed to providing her clients with personalized financial advice and guidance to help them 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.
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.
Investment consulting services to institutional clients
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
MI
04/29/2016 - Present
Wells Fargo Clearing Services, LLC (BIRMINGHAM MI)
MI
01/01/2015 - 05/06/2016
LEBENTHAL & CO., LLC (Birmingham MI)
NY
06/01/2009 - 01/30/2013
MORGAN STANLEY (PURCHASE NY)
NY
05/08/1997 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 12/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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