Michelle Novak (CRD# 4764592) is an Investment Advisor Representative working at M Holdings Securities, Inc. in Portland, OR and has over 20 years of experience in the finance industry.
CRD# 6758430
Middleton & Company
CRD# 2959986
Rain Capital Management
CRD# 6375005
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| M Holdings Securities, Inc. | Portland, OR | Jun 2020 - Current | 3 |
| Unemployed | Chandler, AZ | Aug 2019 - Jun 2020 | < 1 |
| Foresters Financial Services | Phoenix, AZ | Jun 2019 - Aug 2019 | < 1 |
| Foresters Financial Services | Phoenix, AZ | Apr 2016 - Jun 2019 | 3 |
| Foresters Advisory Services, LLC | Phoenix, AZ | Aug 2012 - Jun 2019 | 6 |
| Fic | Phoenix, AZ | Feb 2004 - Apr 2016 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2004 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2012 |
- AZ
- OR
-
Total Assets Under Management4,514MILLIONS
-
Total Number of Accounts9,871ACCOUNTS
-
Average Account Value$457,257
- 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, 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
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