Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Moreno is a financial professional with over 24 years of experience in the industry. Michelle is currently registered with Weild & Co. Michelle has also previously been registered with HILCO CORPORATE FINANCE, LLC, DRESNER INVESTMENT SERVICES, INC., FIRST ANALYSIS SECURITIES CORPORATION, and CIBC WORLD MARKETS. Michelle holds Series 7, 63, SIE, 79TO and 82TO licenses. Michelle's current registration is active in Illinois and New York.
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.
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2
NY
07/26/2022 - Present
Weild & Co. (NEW YORK NY)
IL
04/19/2021 - 05/02/2022
HILCO CORPORATE FINANCE, LLC (CHICAGO IL)
IL
07/10/2012 - 03/19/2021
DRESNER INVESTMENT SERVICES, INC. (CHICAGO IL)
IL
12/21/1999 - 07/02/2012
FIRST ANALYSIS SECURITIES CORPORATION (CHICAGO IL)
NY
11/03/1997 - 09/17/1999
CIBC WORLD MARKETS (NEW YORK NY)
NY
10/31/1997 - 11/03/1997
CIBC WOOD GUNDY SECURITIES CORP. (NEW YORK NY)
BC
Issued 05/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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