Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Elliott is a financial advisor with Fidelity Personal And Workplace Advisors. Michelle has been in the financial industry since 2004. Michelle is registered with the state of Georgia and Texas as both a Broker-Dealer and an Investment Advisor. Michelle has also earned the CFP® designation.
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.
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.
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2
GA
03/07/2022 - Present
Fidelity Personal AND Workplace Advisors (ATLANTA GA)
OH
05/26/2015 - 11/13/2020
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (BEACHWOOD OH)
OH
12/21/2012 - 02/13/2015
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (AKRON OH)
OH
12/21/2012 - 02/13/2015
MUTUAL OF AMERICA SECURITIES LLC (AKRON OH)
OH
01/03/2008 - 11/05/2012
FIDELITY BROKERAGE SERVICES LLC (WOODMERE VILLAGE OH)
OH
02/13/2006 - 10/17/2007
INVEST FINANCIAL CORPORATION (MEDINA OH)
IL
07/06/2005 - 08/26/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
IL
01/16/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
02/18/2003 - 08/20/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/18/2003 - 08/20/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/12/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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