Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Vincent Muhammed is a financial advisor with Stratos Wealth Partners, Ltd., a firm with a history of providing financial advice to individuals and businesses. Michelle has been in the financial industry since 2000 and holds the Series 66, Series 7, Series 9, Series 10, and Series 24 licenses. Michelle has experience providing financial advice to clients in a variety of situations, including retirement planning, college savings, estate planning, and insurance. Michelle is committed to providing her clients with the highest level of service and expertise. Michelle is also a Certified Financial Planner and a Chartered Financial Consultant. Michelle is committed to helping her clients achieve their financial goals.
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.
Percentage of assets under management with third party managers
1
2
MD
09/06/2024 - Present
Stratos Wealth Partners, Ltd. (SILVER SPRING MD)
MD
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (SILVER SPRING MD)
MD
09/20/2013 - 04/22/2016
SANDERS MORRIS HARRIS LLC (SILVER SPRING MD)
MD
01/25/2008 - 09/06/2013
FIDELITY BROKERAGE SERVICES LLC (BETHESDA MD)
MD
12/01/2000 - 01/16/2008
AXA ADVISORS, LLC (COLUMBIA MD)
BOTH
Issued 12/20/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/28/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/01/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/20/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Michelle Muhammed is the right advisor for you? Invested Better is here to help.
