Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Hancock is a financial advisor who has been in the industry since April 1, 2005. Michelle currently works at IPI Wealth Management, Inc. in Decatur, Illinois. Michelle is a registered representative and investment advisor. She has a Series 66, Series 7, Series 24 and Series 4 license. Michelle works with individuals, high-net-worth individuals, trusts, and retirement plans. Michelle provides financial planning, portfolio management, and educational seminars.
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
IL
07/01/2014 - Present
IPI Wealth Management, Inc. (DECATUR IL)
IL
12/07/2006 - 06/25/2014
WAYNE HUMMER INVESTMENTS L.L.C. (PANA IL)
IL
03/28/2005 - 12/07/2006
FOCUSED INVESTMENTS L.L.C. (PANA IL)
BOTH
Issued 06/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2016
Series 4 - Registered Options Principal Examination
BC
Issued 05/14/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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