Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Conroy is a financial advisor with LPL Financial LLC in UNION CITY, TN. Michelle has over 20 years of experience in the financial services industry. Michelle is registered with the state of Tennessee as both a broker-dealer and an investment advisor. Michelle has a Series 6, Series 7, Series 63 and Series 65 license. Michelle specializes in providing financial planning, portfolio management, and consulting services to individuals, families, and businesses. Prior to joining LPL Financial LLC, Michelle was a financial advisor with Invest Financial Corporation and Raymond James Financial Services, Inc. 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.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TN
02/14/2018 - Present
LPL Financial LLC (UNION CITY TN)
TN
04/28/2017 - 02/14/2018
INVEST FINANCIAL CORPORATION (PARIS TN)
PA
10/28/2015 - 12/19/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (LANCASTER PA)
IL
02/08/2013 - 10/22/2015
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
TN
04/11/2003 - 05/31/2011
STATE FARM VP MANAGEMENT CORP. (PARIS TN)
IA
Issued 11/29/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2017
Series 7 - General Securities Representative Examination
BC
Issued 04/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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