Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Steinhaus is an Investment Advisor Representative with Wells Fargo Advisors Financial Network, LLC based in Columbus, Ohio. Michelle has been in the financial services industry since December 3, 2000. Before joining Wells Fargo Advisors Financial Network, LLC, Michelle worked at MORGAN STANLEY SMITH BARNEY, CITIGROUP GLOBAL MARKETS INC., and EISNER SECURITIES, INC.. Michelle has licenses in 29 states and is a registered Investment Advisor in Ohio and Texas.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
07/18/2011 - Present
Wells Fargo Advisors Financial Network, LLC (COLUMBUS OH)
OH
06/01/2009 - 08/04/2011
MORGAN STANLEY SMITH BARNEY (COLUMBUS OH)
OH
01/09/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (COLUMBUS OH)
MO
11/29/2000 - 01/03/2001
EISNER SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 12/03/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 05/01/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/27/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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