Michelle J. Gessner
Professional summary
Michelle Jean Gessner, CFP®, who also goes by Michelle Jean Maidenberg, Michelle Jean Sanders, is a registered financial advisor currently at GESSNER WEALTH STRATEGIES LLC located in Houston, Texas.
Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Michelle has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michelle Jean Gessner's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2018
Experience
March 22, 2016 - Present
GESSNER WEALTH STRATEGIES LLC
Office #1: 1717 St James Place Suite 625, Houston, TX 77056May 27, 2015 - February 2, 2016
MML INVESTORS SERVICES, LLC
May 11, 2015 - February 2, 2016
MML INVESTORS SERVICES, LLC
March 30, 2015 - April 27, 2015
PARK AVENUE SECURITIES LLC
March 20, 2015 - April 27, 2015
PARK AVENUE SECURITIES LLC
July 25, 2013 - March 25, 2015
MML INVESTORS SERVICES, LLC
February 5, 2013 - March 25, 2015
MML INVESTORS SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(3/22/2016)
Exams
Current Firm
GESSNER WEALTH STRATEGIES LLC
CRD#: 282667 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 127 |
| AUM (Assets Under Management) | $ 50,142,928 |
Red Flags
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