Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Kindrell is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Michelle is registered with FINRA and has been in the industry for over 10 years. Michelle is a licensed representative in 53 states and has a variety of experience in the financial services industry, including working with individuals, businesses, and institutions. Michelle specializes in helping clients with their financial planning needs, including retirement planning, investment management, and estate planning. Michelle also has experience in working with clients who are considering investing in variable annuities, mutual funds, and other investment products. 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
02/28/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JACKSONVILLE FL)
MD
05/12/2018 - 09/24/2018
NYLIFE SECURITIES LLC (BETHESDA MD)
BOTH
Issued 02/13/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/23/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/12/2018
Series 7TO - General Securities Representative Examination
BC
Issued 09/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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