Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Pearson is a financial advisor who has been in the industry since 2009. Michelle is currently registered with LPL Financial LLC. Michelle has worked with several firms including Edward Jones, Cetera Investment Services LLC, CUSO Financial Services, L.P., Thrivent Investment Management Inc., and Princor Financial Services Corporation. Michelle holds a Series 6, Series 7, and Series 66 license and holds a SIE certification. Michelle specializes in providing financial planning, consulting, and other non-discretionary advisory services to clients.
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.
Consulting and other non-discretionary advisory services
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.
1
2
WY
01/10/2024 - Present
LPL Financial LLC (CHEYENNE WY)
WY
10/25/2019 - 12/12/2023
EDWARD JONES (CHEYENNE WY)
WY
05/31/2017 - 08/20/2019
CETERA INVESTMENT SERVICES LLC (CHEYENNE WY)
WY
03/17/2011 - 05/04/2017
CUSO FINANCIAL SERVICES, L.P. (CHEYENNE WY)
NE
07/20/2009 - 08/09/2010
THRIVENT INVESTMENT MANAGEMENT INC. (GRAND ISLAND NE)
NE
11/26/2008 - 07/20/2009
PRINCOR FINANCIAL SERVICES CORPORATION (GRAND ISLAND NE)
BOTH
Issued 09/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2009
Series 7 - General Securities Representative Examination
BC
Issued 11/24/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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