Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Huffman is a registered investment advisor representative with Steward Partners Investment Advisory, LLC. Michelle has been in the industry for over 30 years. Michelle has a broad range of experience working with clients including individuals, high-net-worth individuals, families, trusts, corporations, businesses, pension plans, and charitable organizations. Michelle is licensed to provide advisory services in a number of states and specializes in providing financial consulting, financial planning, pension consulting, selection of other advisors, and portfolio management. Prior to joining Steward Partners, Michelle was a registered representative at Raymond James Financial Services, Inc. and Wells Fargo Clearing Services, LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
NY
05/07/2020 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
VA
05/06/2020 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (Norfolk VA)
VA
11/10/2005 - 05/07/2020
WELLS FARGO CLEARING SERVICES, LLC (NORFOLK VA)
MD
12/24/1998 - 11/25/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MA
01/01/1998 - 12/11/1998
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
NA
10/08/1993 - 01/01/1998
NATIONSSECURITIES
BOTH
Issued 5/23/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/9/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/26/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/7/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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