Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Emmons is an Investment Advisor Representative who has been in the financial services industry since 2005. Michelle is currently registered with Southeast Financial Advisors, and previously worked with SFA FINANCIAL, LLC and Colony Park Financial Services LLC. Michelle holds several licenses including Series 63, 65, 7, 14, 24, 51 and SIE.
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.
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.
1
2
SC
03/01/2011 - Present
Southeast Financial Advisors (GREENVILLE SC)
SC
11/06/2009 - 12/21/2023
SFA FINANCIAL, LLC (Greenville SC)
SC
03/04/2008 - 10/27/2009
COLONY PARK FINANCIAL SERVICES LLC. (GREENVILLE SC)
IA
Issued 02/25/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/31/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 08/14/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/15/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/2008
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Michelle Emmons is the right advisor for you? Invested Better is here to help.
