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Michele Suzanne Nettesheim

Phoenix Wealth Advisors Inc.

Chapel Hill, NC

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Current Employers
Phoenix Wealth Advisors Inc.

100 Europa Drive Suite 390, Chapel Hill, NC 27517 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2011-03-07
  • NC RA
    APPROVED
    Since 2011-03-07

Branch Locations

100 Europa Drive Suite 390, Chapel Hill, NC 27517 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Raymond James Financial Services, Inc. Chapel Hill NC 02/2005 Present
Michele Nettesheim Carrboro NC 09/2004 Present
Phoenix Financial, Inc. Durham NC 01/2018 04/2018
Phoenix Wealth Advisors, Inc Chapel Hill NC 01/2018 Present
Phoenix Wealth Advisors, Inc. Chapel Hill NC 01/2018 Present
  • 02/2005 → Present
    Raymond James Financial Services, Inc.
    Chapel Hill, NC
  • 09/2004 → Present
    Michele Nettesheim
    Carrboro, NC
  • 01/2018 → 04/2018
    Phoenix Financial, Inc.
    Durham, NC
  • 01/2018 → Present
    Chapel Hill, NC
  • 01/2018 → Present
    Chapel Hill, NC
Other Businesses

(1)Name of Business: Phoenix Wealth Advisors Address: 100 Europa Dr Ste 390, Chapel Hill, NC, 27517-2395, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 09/16/2004 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Planner and Advisor (2)Name of Business: What a View Rentals LLC Address: 109 Strangford Ln, Durham, NC, 27713, United States Activity Type: Rental Real Estate Position/Title: Owner/Proprietor Investment Related: Yes Start Date: 05/23/2022 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: We have a condo that we are going to be renting out for part of the year

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-03-24
S63 Uniform Securities Agent State Law Examination 2005-05-17
  • S65 Uniform Investment Adviser Law Examination
    2009-03-24
  • S63 Uniform Securities Agent State Law Examination
    2005-05-17
Designations
Other Names
  • Michele Suzanne Eager

View on SEC IAPD

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