Michelle EngleCRD Number: 6259472
Current Firm: Ameriprise Financial Services, Inc.
Michelle Engle (CRD# 6259472) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Tampa, FL and has over 3 years of experience in the finance industry.
Gavin Management Group, Inc.
The Financial Well, Inc.
Gator Capital Management, LLC
|Ameriprise Financial Services, Inc.||Tampa, FL||Oct 2013 - Current||3|
|Amerilife||St. Petersburg, FL||Jul 2013 - Oct 2013||< 1|
|School District Hillsborough County||Tampa, FL||Jan 2007 - Jun 2013||6|
|The Buckle||Brandon, FL||Apr 2005 - Dec 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Mar 2014|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV