Christie Michelle Vincent
Professional Summary
Christie Michelle Vincent, who also goes by Christie Michelle Trammell, Michelle Trammell, Michelle VIncent, was a registered financial advisor. Christie was a previously registered financial professional and started their career in finance 1996 - 2023. Christie had worked at 3 firms and has passed the Series 63, Series 99TO, SIE, Series 22, Series 24, Series 28 and Series 39 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Christie Michelle Trammell, Michelle Trammell, Michelle Vincent
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
31 years in the financial services industry
Current & Past Employments
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Current Firm
MAMMOTH RESEARCH | THE SECURITIES GROUP, LLC | MAMMOTH RESEARCH, LLC
Contact Information
Established
Florida since 07/30/2001Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallDocuments
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Feb 1996About the Series 22 examSeries 28 — Introducing Broker/Dealer Financial Operations Principal Examination
Passed Jun 2001About the Series 28 examSeries 39 — Direct Participation Programs Principal Examination
Passed Jul 1999About the Series 39 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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