Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Jensen is a registered investment advisor representative with HUB Investment Partners, LLC. Michelle has over 25 years of experience in the financial services industry. Michelle specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Michelle is also licensed to provide investment advisory services in Oklahoma and Texas.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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OK
01/19/2024 - Present
HUB Investment Partners, LLC (Oklahoma City OK)
OK
02/15/2022 - 01/10/2024
CHARLES SCHWAB & CO., INC. (Oklahoma City OK)
OK
02/10/2021 - 02/02/2022
J.P. MORGAN SECURITIES LLC (OKLAHOMA CITY OK)
OK
12/02/2020 - 02/12/2021
CETERA INVESTMENT SERVICES LLC (OKLAHOMA CITY OK)
OK
06/24/2015 - 12/13/2018
CETERA INVESTMENT SERVICES LLC (EDMOND OK)
OK
06/24/2013 - 11/05/2013
LPL FINANCIAL LLC (EDMOND OK)
OK
04/14/2009 - 06/27/2013
LINCOLN FINANCIAL SECURITIES CORPORATION (EDMOND OK)
OK
04/20/2005 - 01/28/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (EDMOND OK)
NY
02/18/2000 - 05/09/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
08/04/1998 - 02/28/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
10/20/1995 - 05/26/1998
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 06/28/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/19/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
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Inactive
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