Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Page is a financial advisor with over 20 years of experience in the industry. Michelle is currently registered with Osaic Wealth, Inc. in Scottsdale, Arizona. Michelle has previously held positions with LPL FINANCIAL LLC, UVEST FINANCIAL SERVICES GROUP, INC., WACHOVIA SECURITIES, LLC, EVERGREEN INVESTMENT SERVICES, INC., and AMERICAN SKANDIA MARKETING, INC. Michelle holds Series 6, Series 63, SIE and Series 99TO licenses. Michelle specializes in financial planning, portfolio management, and pension consulting.
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.
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2
AZ
09/19/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
SC
04/17/2007 - 01/18/2022
LPL FINANCIAL LLC (FORT MILL SC)
NC
03/30/2007 - 04/25/2012
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NC
10/11/2006 - 03/12/2007
WACHOVIA SECURITIES, LLC (CHARLOTTE NC)
NC
08/03/2005 - 05/17/2006
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
CT
09/15/1999 - 09/17/2004
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
BC
Issued 06/27/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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