Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Botsch is a financial advisor at Fidelity Brokerage Services LLC. Michelle has over 10 years of experience in the financial services industry. Michelle is a Series 66 and Series 7 licensed representative. Michelle is registered with the state of New York and has prior experience with Citigroup Global Markets Inc., J.P. Morgan Securities LLC, AXA Advisors, LLC, CUSO Financial Services, L.P., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Advisors, LLC.
MANORVILLE, NY
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.
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.
A percentage of the total value of assets under management is charged.
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NY
07/08/2024 - Present
Fidelity Personal AND Workplace Advisors (MANORVILLE NY)
NY
10/12/2021 - 05/13/2024
CITIGROUP GLOBAL MARKETS INC. (New York NY)
CA
06/12/2018 - 09/19/2021
J.P. MORGAN SECURITIES LLC (SAN CLEMENTE CA)
CA
10/05/2017 - 06/13/2018
AXA ADVISORS, LLC (IRVINE CA)
CA
09/30/2016 - 01/10/2017
J.P. MORGAN SECURITIES LLC (BEVERLY HILLS CA)
CA
11/17/2015 - 09/16/2016
CUSO FINANCIAL SERVICES, L.P. (COVINA CA)
CA
06/10/2014 - 05/14/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN CLEMENTE CA)
CA
02/10/2014 - 06/09/2014
J.P. MORGAN SECURITIES LLC (LAGUNA NIGUEL CA)
NY
02/24/2013 - 01/16/2014
WELLS FARGO ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 3/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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