Michelle L. Whitlock
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Michelle Lauren Whitlock, CFP®, who also goes by Michelle Lauren Fischer, Michelle Fisher, was a registered financial professional .
Michelle is a previously registered financial professional and started their career in finance in 2012. Michelle had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 2015
Experience
May 14, 2013 - January 10, 2022
AOG WEALTH MANAGEMENT
May 1, 2013 - July 31, 2019
KALOS CAPITAL, INC.
July 6, 2012 - May 2, 2013
CETERA ADVISORS LLC
State Registrations and Notice Filings
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Exams
Current Firm
AOG WEALTH MANAGEMENT
CRD#: 159026 / SEC#: 801-77736
Contact information
Red Flags
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