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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 Quay is an active investment advisor representative with Osaic Wealth, Inc. Michelle Quay has over 27 years of experience in the financial services industry. Michelle Quay is currently registered in several states, including Florida, Georgia, and Texas. Michelle Quay has a diverse background, having worked for several firms prior to joining Osaic Wealth, Inc., including Woodbury Financial Services, Inc., LPL Financial LLC, Wachovia Securities, LLC, and First Union Brokerage Services, Inc.. Michelle Quay specializes in providing financial planning, investment management, and portfolio management services for individuals, businesses, and pension plans.
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.
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
GA
01/19/2024 - Present
Osaic Wealth, Inc. (WOODSTOCK GA)
GA
10/15/2015 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WOODSTOCK GA)
GA
07/18/2003 - 10/28/2015
LPL FINANCIAL LLC (WOODSTOCK GA)
MO
10/01/2000 - 07/22/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
04/18/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NC
02/14/2000 - 04/28/2000
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
NC
08/02/1999 - 02/14/2000
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
MN
04/19/1999 - 10/18/1999
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
NC
08/02/1999 - 04/23/1999
WACHOVIA BROKERAGE SERVICE (WINSTON SALEM NC)
NA
06/19/1996 - 04/23/1999
WACHOVIA BROKERAGE SERVICE
IA
Issued 10/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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