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 Lance is a financial advisor at Charles Schwab & Co., Inc., a firm with over $50 billion in assets under management. Michelle has been in the financial services industry since 2003 and is licensed to provide investment advice in California, Florida, Ohio, and Texas. Michelle is also a Registered Representative, holding a Series 7 and Series 66 license, as well as the SIE exam.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
OH
09/28/2015 - Present
Charles Schwab & CO., Inc. (Richfield OH)
OH
04/07/2003 - 05/15/2015
WELLS FARGO ADVISORS, LLC (AKRON OH)
BOTH
Issued 10/12/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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