Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrea? Claim Your ProfileAndrea Michelon is a financial advisor registered with UBS Financial Services Inc. and has been in the industry since May 2007. Andrea holds several licenses and registrations, including Series 7, Series 6, Series 63 and Series 65. Andrea has a strong history of working with individuals and has worked with a variety of clients including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Andrea has worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and BANCNORTH INVESTMENT GROUP, INC. in the past. Andrea offers a range of financial planning services including portfolio management, investment advice, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NH
11/09/2023 - Present
UBS Financial Services Inc. (MANCHESTER NH)
NH
10/23/2009 - 11/13/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CONCORD NH)
NH
10/02/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (MANCHESTER NH)
NH
05/31/2007 - 10/03/2008
BANCNORTH INVESTMENT GROUP, INC. (BEDFORD NH)
IA
Issued 12/03/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/30/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Andrea Michelon is the right advisor for you? Invested Better is here to help.
