Michelle Reece
Hello! Michelle Reece here. If you've been seeking an expert in Forex, stock markets, digital assets management, financial consulting, and investment guidance, your search ends here. I specialize in crafting potent trading strategies and developing customized financial plans to help clients achieve their goals. With over 20 years of experience, I deeply analyze financial market trends and build strategies for generating sustainable profits across diverse portfolios.
Birthday: October 11th
Location: San Francisco, California
University: University of California
Mail: Michelle Reece
Degree: Bsc, Masters
What I Do!
I offer top notch services
Financial Consultancy
- I work with clients to develop individualized financial plans for savings, retirement, and investments.
- I also work with clients to plan for their futures by offering guidance on topics that include taxes, investments, and insurance decisions.
Stock Brokerage
- I execute buy and sell orders for stocks and other securities on behalf of clients in order to gain best profits.
- I execute transactions such as the sale of stocks and other investments to market participants in return for a commission based on a flat, percentage, or hourly rate.
Investment Advisory
- I make investment recommendations or conducts security analysis in return for a fee.
- I ensure that my clients’ transactions are given high priority and that any recommendations made are well tailored to their preferences.
Fascinating Potentials
I have attained a recommendable excellence in the investment market throughout my 20 years of experience!!
This is a great deal of my excitement and strikingly talking, I stay presumably the best trader all over the planet.
FOCUS
DISCIPLINE AND PATIENCE
MENTAL TOUGHNESS
RECORD KEEPING
Why invest with me?
I offer heaps of imaginative methodology which works on the cooperation with a financial backer to accomplish overpowering outcomes by the day’s end. In the mean time I have accomplished sucessful records with more than 550 financial backers around the world.
Live Chat Support:
With this element, I ensure my customers have zero problem in speaking with the group whenever and anyday from the site.
Monthly Excel Emails: Toward the month's end, the bookkeeping group sends over a breakdown of the different speculation portfolios we ventured into.
Tips and Tricks Periodically, we send over details of latest investments tactics and approach to continually create wealth for everyome..
My experiences during past 20 years.
2018 - Present (6 years)
Investment Adviser
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. (CRD# 134139)
2018 - Present (6 years)
Broker
CAMBRIDGE INVESTMENT RESEARCH, INC. (CRD# 39543)
2010 - 2018 (8 years)
Investment Adviser
CENTAURUS FINANCIAL, INC. (CRD# 30833)
2010 - 2018 (8 years)
Broker
CENTAURUS FINANCIAL, INC. (CRD# 30833)
2008 - 2010 (2 years)
Investment Adviser
QA3 FINANCIAL LLC (CRD# 104957)
2003 - 2010 (6 years)
Broker
QA3 FINANCIAL CORP. (CRD# 14754)
2001 - 2003 (1 year)
Broker
ROYAL ALLIANCE ASSOCIATES, INC. (CRD# 23131)
Awesome Portfolio
I have an extremely differentiated portfolio that cuts across; huge sets, minor principles, exoltic sets, records, stocks, prospects and more packages.
Reviews
Here is what our investors are saying.
My Investment Portfolio has never at any point been fair after Michelle Reece began dealing with it around a quarter of a year prior. I make mouth-watering benefits each week.
I want to thank Michelle Reece for the best service. She explained everything and answered all my questions with ease. I am happy I have learn a lot from him today.
My experience with Michelle Reece has been phenomenal. Extremely fast, extremely professional. Thank you so much Michelle Reece
Great experience, Great service. I was confused about withdrawal and Michelle Reece helped in processing my withdraw. I got my withdrawal within minutes. I thank you specially Michelle Reece.
I should say that I am exceptionally happy with the administrations given by Michelle. My record official has been magnificent! Dynamic, mindful and continually staying in contact with me.
Michelle takes the time to get to know you and your financial goals, and makes complicated financial information easy to understand, even pleasant! After a few sessions with him, our financial lives were better organized.
I have never experienced a greater service before. They always answer swiftly in the live chat. But it gets even better! if you have any trouble or just questions they will call and explain professionally.
Michelle Reece explained to me in detail, how to use my trading platform. He also showed me how to take advantage of the data available on the Web, which added another tool to my trading arsenal. Thanks Michelle.
Certifications that proves excellence.
Qualifications
Examinations
General Industry/Products Exam State Securities Law Exam
SIE – Securities Industry Essentials Examination (Oct 1, 2018)
Series 7 – General Securities Representative Examination (Oct 31, 2001)
Series 65 – Uniform Investment Adviser Law Examination (Apr 29, 2008)
Series 66 – Uniform Combined State Law Examination (Nov 16, 2001)
Get in touch with me
Location: San Francisco, California
Email: Customer Support
Email: Michelle Reece
Phone: +12069706880
Telegram: @michellereeceinvestment
Frequently Asked Questions
One of the benefits of trading with a regulated company is that you know you are contracting with a reliable and reputable provider in a secure environment, which has strict rules and guidelines in place, protecting the interests of retail clients. Other legal obligations of a regulated company include, but are not limited to, ensuring financial services are provided efficiently, honestly and fairly, dealing with retail client money in a certain way and having dispute resolutions systems in place in case you are unsatisfied with our services.
All client funds are held in segregated bank accounts, to ensure maximum funds protection.
The protection and safeguarding of our clients personal and financial information is of utmost importance to us, therefore we take the highest of measurements when it comes to the security of our system.
© Copyright 2007 - | Michelle Reece.