Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Drewry is a registered representative and investment advisor with over 25 years of experience in the financial services industry. Michelle has held various positions with firms such as Waddell & Reed, Ameritas Investment Corp., KMS Financial Services, and Securities America. Michelle currently is an investment advisor representative at Osaic Advisory Services, LLC in Atlanta, Georgia. Michelle holds Series 6, 7, 26, 63 and 66 licenses and provides financial planning, portfolio management, and pension consulting services. Michelle specializes in serving individuals, families, and businesses.
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.
1
2
GA
11/08/2024 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
OR
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (PORTLAND OR)
OR
06/01/2011 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (BEAVERTON OR)
OR
10/10/2002 - 06/30/2011
AMERITAS INVESTMENT CORP. (PORTLAND OR)
CO
08/30/2001 - 10/08/2002
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
GA
07/18/1997 - 08/10/2001
WMA SECURITIES, INC. (DULUTH GA)
KS
12/02/1996 - 07/31/1997
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 04/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/05/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/29/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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