Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Santos Jenkins is a financial advisor who has been in the industry since 1997. Michelle is currently registered as a Registered Representative with Fidelity Personal and Workplace Advisors, where she has been employed since April 2021. Prior to that, Michelle was employed by Charles Schwab & Co., Inc. from September 1996 until March 2021. Michelle is licensed to provide financial services in 37 states and is also registered as an Investment Advisor in Texas and California. Michelle has specialized expertise in providing financial advice to individuals, businesses, high-net-worth individuals, and retirement 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.
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
CA
03/04/2022 - Present
Fidelity Personal AND Workplace Advisors (SAN DIEGO CA)
CA
03/11/1998 - 03/26/2021
CHARLES SCHWAB & CO., INC. (Carlsbad CA)
IA
Issued 03/30/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/14/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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