Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Orellana is a Certified Financial Planner™ professional, with over 10 years of experience in the financial services industry. She currently works as an Investment Advisor Representative at Spark Financial Advisors. Michelle holds the Series 65 license and is registered to provide investment advice in North Carolina, Pennsylvania, Texas, and Virginia. Michelle's experience includes providing financial planning and portfolio management services to both high-net-worth individuals and individuals other than high-net-worth. Her services are tailored to meet the specific needs of each client and may include a variety of compensation arrangements, including fees based on a percentage of assets under management, hourly charges, and fixed fees.
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.
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.
% of assets under advisement
1
2
VA
03/18/2024 - Present
Spark Financial Advisors (RICHMOND VA)
IA
Issued 09/25/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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