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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Robert is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC located in Scottsdale, AZ. Michelle has been in the industry since 2023, with previous experience at WELLS FARGO CLEARING SERVICES, LLC. Michelle holds a Series 63, 6TO and SIE licenses. Michelle focuses on investment consulting services to institutional clients, financial planning, pension consulting, and portfolio management for both businesses and individuals.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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AZ
04/19/2024 - Present
Wells Fargo Advisors Financial Network, LLC (Scottsdale AZ)
AZ
03/21/2023 - 06/26/2023
WELLS FARGO CLEARING SERVICES, LLC (SCOTTSDALE AZ)
BC
Issued 04/01/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/23/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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