Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Grund is a financial advisor at SPC, with an office in Ann Arbor, MI. Michelle has been in the financial services industry since 2006. Michelle is registered with the state of Michigan and holds FINRA Series 6, 7TO, 24, 26, 52TO, 53, 63 and 66 licenses. She has worked at Sagepoint Financial, Inc., American General Securities Incorporated, and Parkland Securities. SPC is a Registered Investment Advisor with a branch office in Ann Arbor, MI. SPC provides advisory services including financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals, and consultation services.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
MI
03/17/2020 - Present
SPC (ANN ARBOR MI)
MI
10/31/2008 - 01/08/2018
SAGEPOINT FINANCIAL, INC. (MARQUETTE MI)
MI
03/11/2005 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (MARQUETTE MI)
BOTH
Issued 03/16/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/27/2019
Series 24 - General Securities Principal Examination
BC
Issued 02/19/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/08/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 04/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Michelle Grund is the right advisor for you? Invested Better is here to help.
