Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Renee Buria is a financial advisor with over 15 years of experience in the industry. Michelle is currently registered with Choreo, LLC and holds Series 7, Series 31 and Series 66 securities licenses. Michelle has a CFP® designation and previously worked at WELLS FARGO ADVISORS LLC, WELLS FARGO CLEARING SERVICES, LLC, RSM US WEALTH MANAGEMENT LLC and UBS FINANCIAL SERVICES INC. Michelle is also a registered investment advisor in Minnesota 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.
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.
Advisory services including investment review and reporting of non-managed assets and retirement plan services to plans
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.
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2
IL
12/10/2020 - Present
Choreo, LLC (ROCKFORD IL)
MN
01/03/2011 - 07/18/2017
WELLS FARGO CLEARING SERVICES, LLC (DULUTH MN)
MN
05/08/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (DULUTH MN)
MN
08/12/2006 - 06/03/2009
UBS FINANCIAL SERVICES INC. (DULUTH MN)
MN
01/19/2004 - 08/12/2006
PIPER JAFFRAY & CO. (DULUTH MN)
BOTH
Issued 02/09/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/18/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 01/16/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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