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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Watson is an investment advisor representative with Evergreen Capital Management LLC. Michelle has over 30 years of experience in the financial services industry. Michelle is registered with the state of Washington. Michelle has the following credentials: Chartered Financial Analyst. Michelle has passed the following exams: Series 63, Series 65, Series 66, Series 7, Series 3, Series 24, and Series 30. Michelle has worked at several firms, including First Republic Securities Company, LLC and Salomon Smith Barney Inc. Michelle specializes in providing 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.
Personalized portfolio management to meet individual financial objectives.
Unsolicited investment advice on an ad hoc basis
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Negotiated fees for ad hoc unsolicited investment advice
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2
WA
05/10/2017 - Present
Evergreen Capital Management LLC (BELLEVUE WA)
CA
10/16/2007 - 05/18/2016
FIRST REPUBLIC SECURITIES COMPANY, LLC (SAN FRANCISCO CA)
NY
04/24/1991 - 07/10/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
09/17/1990 - 04/12/1991
OPPENHEIMER & CO., INC. (NEW YORK NY)
NJ
10/17/1989 - 09/25/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
CA
08/25/1989 - 09/19/1989
FIRST AFFILIATED SECURITIES, INC. (LA JOLLA CA)
NA
03/21/1989 - 08/25/1989
PFG SECURITIES, INC.
BOTH
Issued 11/29/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/12/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2013
Series 30 - NFA Branch Manager Examination
BC
Issued 12/16/2012
Series 24 - General Securities Principal Examination
BC
Issued 05/18/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2012
Series 3 - National Commodity Futures Examination
BC
Issued 10/15/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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