Years of Experience
5-20+ Years
WARRINGTON, PA
27 Years Experience
0 Disclosures
ADVISOR BIO
Michelle Reynolds is a financial professional with over 20 years of experience in the industry. Michelle is currently registered with Pruco Securities, LLC and holds the Series 6, Series 26, and Series 63 licenses. She has specialized in providing financial advice and services to a wide range of clients, including individuals, businesses, and trusts. Michelle is committed to helping her clients achieve their financial goals.
SPECIALIZATIONS
Bradford, PA
2 Years Experience
0 Disclosures
ADVISOR BIO
Michelle Huber Chapman is a financial advisor at Ameriprise Financial Services, LLC, with an active license in Pennsylvania. Michelle is registered as a General Securities Representative and has passed the Securities Industry Essentials Exam. Michelle specializes in providing financial advice to individuals, corporations, and charitable organizations.
SPECIALIZATIONS
PHILADELPHIA, PA
28 Years Experience
1 Disclosures
ADVISOR BIO
Michelle Frances Shockley is an investment professional with over 25 years of experience in the financial services industry. Michelle holds the Series 7, Series 63 and Series 66 licenses. Michelle is registered with Wells Fargo Clearing Services, LLC and is associated with the Philadelphia branch office. In addition to her current role at Wells Fargo Clearing Services, LLC, Michelle has prior experience at PNC Investments, Citigroup Global Markets Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company.
SPECIALIZATIONS
NEW CASTLE, PA
13 Years Experience
0 Disclosures
ADVISOR BIO
Michelle Locke is a financial advisor with Equity Services, Inc. located in NEW CASTLE, PA. Michelle has been in the industry since 2011. Michelle is registered with FINRA and has a Series 6, SIE and Series 63 license. Michelle has experience working with clients of various types including high net worth individuals, corporations or other businesses, and pension and profit sharing plans.
SPECIALIZATIONS
Emmaus, PA
5 Years Experience
0 Disclosures
ADVISOR BIO
Michelle Ann Tauber is an investment advisor representative with Raymond James Financial Services Advisors, Inc., registered with the state of Pennsylvania. Michelle holds Series 63, Series 65, and Series 7TO securities licenses, as well as the SIE exam. Michelle began her career in the financial industry in 2019. Her prior experience includes roles with Rodale Inc and Kappa Publisher Services. Michelle Ann Tauber specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting, and educational seminars. She also provides hourly & fixed rate consultations. Raymond James Financial Services Advisors, Inc. is a firm with over 1000000 client accounts with approximately $344 billion in assets under management.
SPECIALIZATIONS
Exton, PA
11 Years Experience
0 Disclosures
ADVISOR BIO
Michelle Sheridan is a financial advisor with over 10 years of experience in the industry. Michelle is registered with Pruco Securities, LLC and holds Series 6, 7, 63, 65, and SIE licenses. Michelle has previously worked with Farmers Financial Solutions, LLC and Pruco Securities, LLC. Michelle's current registration status is "Active" in both Florida and Pennsylvania. Michelle specializes in investments, insurance, and retirement planning. Michelle is committed to providing her clients with personalized financial advice and guidance.
SPECIALIZATIONS
Shrewsbury, PA
18 Years Experience
0 Disclosures
ADVISOR BIO
Michelle Roeseke is a financial advisor at Edward Jones, a firm with a long history of serving individual investors. Michelle has been in the industry since 2007 and is registered to provide investment advice in 18 states. Michelle is dedicated to helping her clients achieve their financial goals through a personalized approach. Michelle specializes in providing investment advice and financial planning for a wide range of clients, including individuals, families, and businesses. She is committed to providing her clients with the highest level of service and expertise.
SPECIALIZATIONS
Phoenixville, PA
30 Years Experience
0 Disclosures
ADVISOR BIO
Michelle Fernandez is a financial advisor with Ameriprise Financial Services, LLC and has been in the industry for over 25 years. Michelle has a wealth of experience in the financial services industry, having worked for several firms over the years. Michelle is registered with the state of Pennsylvania as a licensed securities agent and has Series 6, 7, 9, 10, 24, and SIE licenses. Michelle is able to provide a variety of financial services including investment management, financial planning, and educational seminars. Michelle's office is located at 743 Pike Springs Rd in Phoenixville, Pennsylvania.
SPECIALIZATIONS
Narberth, PA
0 Disclosures
ADVISOR BIO
Michelle Jennifer Blass is an Investment Advisor Representative with 1015 Capital Partners, LLC based in Narberth, Pennsylvania. Michelle has been in the financial services industry for over 20 years and is a Certified Financial Planner. Michelle specializes in providing financial planning and portfolio management services to high-net-worth individuals, charitable organizations, and businesses. She is also registered as an Investment Advisor Representative in Pennsylvania.
SPECIALIZATIONS
BETHLEHEM, PA
27 Years Experience
0 Disclosures
ADVISOR BIO
Michelle Schaffer is a financial advisor who has been in the industry since 1998. Michelle is currently registered with Lincoln Investment and has been with the firm since June 1998. Michelle has a strong background in investments and has held Series 6, 26, and 63 licenses. Michelle focuses on providing financial planning, portfolio management for individuals, and selection of other advisors.
SPECIALIZATIONS