Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Holden is a financial advisor with Purshe Kaplan Sterling Investments. Michelle has been in the industry since 1998 and is registered with FINRA and the state of Vermont. Michelle holds the Series 7, Series 99TO, and SIE licenses. In addition to her current position, Michelle has previously worked with LPL Financial LLC and Wells Fargo Advisors Financial Network, LLC.
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.
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.
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2
VT
04/09/2020 - Present
Purshe Kaplan Sterling Investments (Williston VT)
VT
12/06/2012 - 04/16/2020
LPL FINANCIAL LLC (WILLISTON VT)
VT
04/05/2002 - 12/07/2012
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WILLISTON VT)
NY
07/14/1998 - 04/08/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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