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 Smith is a financial advisor with over 25 years of experience in the industry. Michelle has worked with various firms, including Arvest Wealth Management, Invest Financial Corporation, LPL Financial, Valic Financial Advisors, Inc., Raymond James Financial Services, Inc., and Great Southern Investments. Michelle has a wide range of experience in investment advisory services and is currently registered with Global Retirement Partners LLC and is licensed in 9 states. Michelle holds multiple licenses and certifications, including Series 6, 7, 26, 62, 63, and 66. Michelle's focus is on providing investment advice and financial planning services to individuals, families, and businesses. Michelle also provides advisory services to charitable organizations, corporations, and pension and profit-sharing plans. Michelle is committed to providing personalized and comprehensive financial advice to help her clients reach 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.
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
MO
12/16/2016 - Present
Global Retirement Partners LLC (Springfield MO)
MO
09/09/2013 - 05/06/2016
ARVEST WEALTH MANAGEMENT (SPRINGFIELD MO)
MO
05/04/2011 - 08/20/2013
INVEST FINANCIAL CORPORATION (SPRINGFIELD MO)
MO
07/08/2008 - 04/11/2011
LPL FINANCIAL LLC (SPRINGFIELD MO)
KS
07/25/2006 - 04/25/2007
VALIC FINANCIAL ADVISORS, INC. (OVERLAND PARK KS)
FL
05/08/2002 - 09/21/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
MO
04/20/1992 - 05/09/2002
GREAT SOUTHERN INVESTMENTS (SPRINGFIELD MO)
BOTH
Issued 08/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1995
Series 7 - General Securities Representative Examination
BC
Issued 05/26/1992
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 04/16/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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