Stock Broker
Investment Adviser
Financial Consultant
I am a professional at managing investment portfolios and I have been trading and brokering stocks for clients since 1998.
13 Years of
Experience
with about 4 prestigious brokerage firms.
Hi! I am a Stock Broker and Investment Adviser with CHARLES SCHWAB & CO., and I'm very passionate and dedicated to my work in the financial markets. I have obtained fifty-three(53) State Registration Licenses and passed six(6) Brokerage Qualification Examinations. I am proficient in the art of profit accumulation as regards to stock trading & the financial markets in general.
See Detailed Report- contact@michellechangnelson.com
Stock Broker, Financial Consultant
Examinations
SIE - Securities Industry Essentials Examination
[Oct 1, 2018]
General Industry/Products Exam
Series 7 - General Securities Representative Examination
[Nov 22, 2015]
General Industry/Products Exam
Series 66 - Uniform Combined State Law Examination (S66)
[Dec 16, 2015]
General Industry/Products Exam
Series 66 - Uniform Combined State Law Examination
[Oct 22, 2015]
State Securities Law Exam
Series 63 - Uniform Securities Agent State Law Examination
[Aug 27, 2012]
State Securities Law Exam
Series 24 - General Securities Principal Examination
[Sep 12, 2018]
Principal/Supervisory Exam
Work Experience
COMMONWEALTH FINANCIAL NETWORK
Stock Broker | Investment Adviser
[2021 - Present (1 year)]INTRINSIC FINANCIAL DESIGN GROUP (DBA)
President
[2017 - Present (11 years)]STEPHEN WAECHTER
Advisor Advocate
[2016 - 2018 (3 years)]WADDELL & REED, INC
Associated Person
[2015 - 2021 (6 years)]
I manage investment portfolios and offer financial planning services
24
Daily Working Hours550
Total Portfolios Handled13
Years of Experience702
Total ClientsMy Services
Professional Financial Consulting
Investment Portfolio Management
Digital Assets Trading
Client Reviews
I've been working with Michelle for about 3 years now, I gave her complete autonomy to make investment decisions on my portfolio after I realized how experienced she was in the financial markets.
David Nikolas
Michelle is an incredible financial adviser, she helped my family generate over $500k within 9 months on a portfolio my dad had initially given up on. She's been my coach for a while now.
Gail Cho
I came across Michelle's profile online and I contacted her through her website, she helped me understand the rudiments and basics of investments and trading. I know a lot more about the stock markets than I used to, and now I personally manage portfolios of my close friends.
Barry Changretta
I can improve your portfolio's performance significantly.
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