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 Terry is a financial advisor with Charles Schwab & CO., Inc. Michelle has been in the financial services industry since November 2007. Michelle holds the Series 66, Series 7 and SIE licenses. Michelle's current registrations include California, Colorado and Colorado - IA. Michelle has been with Charles Schwab since February 2015 and is registered as an Investment Advisor Representative in Colorado. Michelle's experience includes work with OppenheimerFunds Distributor, Inc. in New York, NY from November 1998 to April 2006.
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
CO
05/29/2018 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
NY
11/09/1998 - 04/17/2006
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
BOTH
Issued 05/21/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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