Michelle PatelCRD Number: 4560278
Current Firm: Fsc Securities Corporation
Michelle Patel (CRD# 4560278) is an Investment Advisor Representative working at Fsc Securities Corporation in Mesa, AZ and has over 15 years of experience in the finance industry. Michelle Patel has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Barnes Investment Advisory Inc.
|Fsc Securities Incorporation, Inc.||Atlanta, GA||Dec 2004 - Current||13|
|Aegis Financial Group, Inc.||Phoenix, AZ||Oct 2003 - Oct 2011||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2002|
|S65||NASAA Investment Advisors Law Examination||Feb 2004|
Total Assets Under Management6,203MILLIONS
Total Number of Accounts26,031ACCOUNTS
Average Account Value$238,298
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY