Michelle Dubena
Michelle Dubena is a registered investment advisor at Edward Jones, based in Port Clinton, OH, with 21 years of industry experience. Michelle is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
3866 Harbor Light Landing Dr, Port Clinton, OH, 43452
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Regulatory History (1)
Financial
July 2019Other Business Activities
Michelle works from home for HSN (Home Shopping Network) in customer service, assisting customers with shopping questions and purchases since 2018. This takes a few hours per week.
Employment History
Current Registrations
Edward JonesBroker
Edward Jones
Previous Registrations
Citizens Securities, INC.Broker
Citizens Securities, INC.
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
PNC Investments
PNC InvestmentsBroker
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Santander Securities LLCBroker
PFS Investments INC.Broker
PFS Investments INC.Broker
State Registrations21 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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