Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Hendry is an active registered investment advisor and broker with Raymond James & Associates, Inc. Michelle has been in the industry since October 12, 2013 and has worked with multiple firms including TD Ameritrade, Inc., Charles Schwab & Co., Inc., and Morgan Stanley. Michelle provides a range of services, including financial planning, portfolio management for individuals and businesses, and educational seminars. Michelle specializes in a variety of investment strategies and has a proven track record of success.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
02/13/2023 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
01/26/2022 - 01/23/2023
CHARLES SCHWAB & CO., INC. (Sarasota FL)
FL
08/30/2016 - 01/23/2023
TD AMERITRADE, INC. (Sarasota FL)
FL
02/12/2013 - 04/22/2015
MORGAN STANLEY (CLEARWATER FL)
FL
04/24/2007 - 01/17/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLEARWATER FL)
BOTH
Issued 03/02/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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