Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Ross Williams is a financial advisor registered with First Citizens Investor Services, Inc. Michelle has been in the financial services industry since 1992. Michelle has held prior positions at Wachovia Securities, LLC, First Union Brokerage Services, Inc., and Interstate/Johnson Lane Corporation. Michelle is licensed to provide financial advisory services in North Carolina. Michelle specializes in providing financial advice to individuals, businesses and charities.
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.
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
NC
04/17/2007 - Present
First Citizens Investor Services, Inc. (RALEIGH NC)
NC
10/01/2000 - 04/04/2007
WACHOVIA SECURITIES, LLC (CHARLOTTE NC)
NC
05/31/1994 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NC
08/14/1992 - 03/15/1994
INTERSTATE/JOHNSON LANE CORPORATION (CHARLOTTE NC)
IA
Issued 11/04/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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