Unclaimed
Michele Morley Frey is a financial professional with over 18 years of experience in the financial services industry. Michele is currently registered with Prudential Annuities Distributors, Inc. and Pruco Securities, LLC and holds Series 7, 24, and 63 licenses, as well as the SIE designation. Michele has held previous positions with Prudential Investment Management Services LLC and Prudential Retirement Brokerage Services, Inc.. Michele's areas of expertise include retirement planning, investment management, and insurance.
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.
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.
1
2
TX
06/27/2018 - Present
Prudential Annuities Distributors, Inc. (Houston TX)
CT
09/03/2010 - 02/21/2013
PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)
CT
12/06/2004 - 08/30/2010
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (HARTFORD CT)
CT
03/26/2004 - 12/06/2004
PRUDENTIAL RETIREMENT BROKERAGE SERVICES, INC. (HARTFORD CT)
BC
Issued 08/31/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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