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Michelle Rae Bones

First Command Advisory Services

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About Michelle Rae Bones

Michelle Rae Bones is a financial advisor who has been working in the industry since February 19, 2024. Michelle Rae Bones is currently registered as a Registered Representative with First Command Advisory Services in Aiea, Hawaii. Michelle Rae Bones has passed the Series 66, Series 7TO, and SIE exams and is currently registered in Hawaii. Michelle Rae Bones has a background in the hospitality and travel industry and has worked in various roles, including a golf course staff member and a tour guide. Michelle Rae Bones is also a graduate of the University of Dallas.

Firm Information

Michelle Bones is currently registered with First Command Advisory Services. First Command Advisory Services is a financial advisory firm headquartered in Fort Worth, Texas. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. First Command has over $22 billion in assets under management and employs over 1,200 licensed agents. The firm offers wrap fee programs and participates in various financial services industries.
First Command Advisory Services

1 FIRSTCOMM PLAZA

FORT WORTH, TX 76109

$22.09B

Assets Under Management

1,100

Total Clients

884

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michelle Bones’s Registration & Firm History

HI

04/22/2024 - Present

First Command Advisory Services (Aiea HI)

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Licenses & Designations

BOTH

Issued 03/29/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/20/2024

Series 7TO - General Securities Representative Examination

BC

Issued 12/20/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michelle Rae Bones.
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