Michele Frances Eheler-chen
Professional Summary
Michele Frances Eheler-chen, who also goes by Michele Eheler-chen, is a registered financial advisor currently at SMI CAPITAL MARKETS LLC located in Bellevue, Washington. Michele is registered as a RR (Registered Representative) and started their career in finance in 2023. Michele has worked at 1 firm and has passed the Series 63, Series 22TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michele Frances Eheler-chen, Michele Eheler-Chen
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Contact Information
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Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
6 years registered in the securities industry
Current & Past Employments
Current
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Current Firm
PARK BRIDGE SECURITIES LLC | SMI CAPITAL MARKETS LLC
Contact Information
Main Address
2018 156th Ave Ne Suite 100 Building F, Bellevue, WA 98007Mailing Address
12715 Ne 36th Street, Bellevue, WA 98005Phone Number
(206) 499-0158Established
New York since 03/09/2009Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (4 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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
(9/11/2023)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22TO — Direct Participation Programs Representative Examination
Passed May 2023About the Series 22TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Michele Frances Eheler-chen's CRS (Customer Relationship Summary).
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