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Michelle A

Series 66, Series 65, Series 63

Sebring, FL

OSAIC

Michelle Alexander is a financial advisor with OSAIC, holding Series 66, Series 65, and Series 63 registrations and bringing 16 years of industry experience. Her prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, LLC, and Wells Fargo Bank NA. She is also a registered representative and insurance agent for Freedom Financial Group LLC and serves as power of attorney for several family members, managing their financial and investment matters. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing asset-allocation tools and third-party managers to create portfolios with stocks, bonds, mutual funds, ETFs, and alternative investments, managed on discretionary or non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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