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Michelle Rene Huffman

Portfolio Strategies Inc

Tacoma, WA

CRD 2234123

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Employer firm

Portfolio Strategies Inc CRD 104685

$50.2M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Portfolio Strategies Inc

621 Pacific Avenue Suite 15, Tacoma, WA 98402 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2016-08-16
  • WA RA
    APPROVED
    Since 2016-08-16

Branch Locations

621 Pacific Avenue Suite 15, Tacoma, WA 98402 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Portfolio Strategies Inc Tacoma WA 03/2016 Present
Previous Registrations
  • 2001-08-20 → 2002-12-12
    Cuso Financial Services, L.P.
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-16
S63 Uniform Securities Agent State Law Examination 1992-05-29
  • S65 Uniform Investment Adviser Law Examination
    2016-08-16
  • S63 Uniform Securities Agent State Law Examination
    1992-05-29
Other Names
  • Michelle Rene Hawkins
  • Michelle Rene Hawkins
  • Shelly Hawkins
  • Michelle Rene Newberg

View on SEC IAPD

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