Michelle Lynn Patel

Current Employers

Employment History

• 12/2004 → 08/2023
  Fsc Securities Incorporation, Inc
  Atlanta, GA
• 08/2023 → Present
  Patel Wealth Strategies, Inc.
  Chandler, AZ
• 04/2006 → Present
  Patel Wealth Strategies, Inc.
  Chandler, AZ
• 10/2003 → Present
  Michelle Patel, Sole Proprietor
  Chandler, AZ
• 05/2011 → 08/2023
  Fsc Securities Corporation, Inc.
  Phoenix, AZ

Previous Registrations

• 2006-07-12 → 2023-09-05
  Fsc Securities Corporation
  Phoenix, AZ
  Chandler, AZ
• 2005-04-13 → 2011-12-09
  Aegis Financial Group, Inc.
  Mesa, AZ
• 2004-03-23 → 2004-12-13
  Eastern Point Advisors Inc.
  Phoenix, AZ

Other Businesses

MICHELLE L. PATEL POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2003 ADDRESS: 1490 S. Price Rd., Ste 111A, Chandler AZ 85286, United States DESCRIPTION: Offer health insurance through general agent Black Gould and Associates, appointed with United Healthcare, Blue Cross Blue Shield, Health Net of Arizona, and Humana. Also offer life insurance through First Colony. Fixed Annuities offered through American General Life Insurance? Name: Epiphany Luther Church Business related: no Address: Chandler, AZ Nature: Church Position/Title: Secretary of the Board of Ministry Start date: 07/2024 Hours: 1/month, 0 during securities trading Description: Record meeting notes, attend bi-monthly meetings for board of ministry directors. Voting member of the board of ministry directors which makes business decisions for the church.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-02-27
• S63 Uniform Securities Agent State Law Examination
  2002-11-02

Designations

Other Names

• Michelle Lynn Wolf
• Michelle Lynn Wolf