Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Roush is a financial advisor with Charles Schwab & CO., Inc. Michelle has been in the financial services industry since 2007. Michelle has been registered with Charles Schwab & CO., Inc. since 2020. Michelle has also been registered with BB&T SECURITIES, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, MORGAN STANLEY, ROBERT W. BAIRD & CO. INCORPORATED, and RAYMOND JAMES & ASSOCIATES, INC.. Michelle is licensed to provide investment advice in Texas, and is also registered as an investment advisor representative.
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
1
2
TX
07/17/2020 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
05/04/2018 - 07/14/2020
BB&T SECURITIES, LLC (FORT WORTH TX)
TX
05/27/2014 - 05/07/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT WORTH TX)
TX
03/28/2013 - 05/20/2014
MORGAN STANLEY (FT. WORTH TX)
TX
09/07/2010 - 03/16/2012
ROBERT W. BAIRD & CO. INCORPORATED (FORT WORTH TX)
TX
05/01/2007 - 09/08/2010
RAYMOND JAMES & ASSOCIATES, INC. (FORT WORTH TX)
BOTH
Issued 07/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/10/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/24/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Michelle Roush is the right advisor for you? Invested Better is here to help.
