Michelle Bender is a CFP-designated registered investment advisor, based in Germantown, MD, with 26 years of industry experience. Michelle is also registered as a broker, so some compensation may come from commissions on products sold.
Location
20251 Century Blvd., #350, Germantown, MD, 20874
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michelle is a managing member of Potomac Financial Consultants, LLC, where she manages client assets, processes financial plans, and sells insurance products. She is also a financial advisor with Kestra Advisory Services, LLC, and a board of trustee/investment committee member for the Greater Washington Community Foundation, dedicating a few hours per week to this role.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Invest Financial CorporationBroker
Invest Financial Corporation
Private Wealth Advisors
Pwa Securities, INC.Broker
Potomac Financial Group
Potomac Financial Group
Mutual Service CorporationBroker
1st Global Capital CORP.Broker
State Registrations30 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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