Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle A. Murray is a financial advisor with Fidelity Personal And Workplace Advisors. Michelle is a registered investment advisor representative. Michelle has been in the industry since December 2007 and has held previous positions with Piper Jaffray & Co. and Charles Schwab & Co., Inc.. Michelle is a licensed securities professional in multiple states, and holds the Series 63, Series 66, Series 7, and SIE licenses. Michelle specializes in portfolio management for individuals and businesses, as well as financial planning, selection of other advisors, and educational seminars. Michelle is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
1
2
CO
06/05/2021 - Present
Fidelity Personal AND Workplace Advisors (DENVER CO)
CO
10/20/2010 - 07/09/2018
PIPER JAFFRAY & CO. (DENVER CO)
CO
07/11/2006 - 10/13/2010
CHARLES SCHWAB & CO., INC. (DENVER CO)
BOTH
Issued 06/20/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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