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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Zancanaro is a financial advisor with Catalyst Financial Partners. Michelle holds the Series 65 license and is registered as an Investment Advisor Representative in Massachusetts. Michelle specializes in providing portfolio management for individuals and businesses, focusing on high net worth individuals and individuals other than high net worth. Michelle is a skilled and experienced financial advisor, dedicated to providing expert guidance and support to help her clients 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.
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.
A percentage of the total value of assets under management is charged.
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MA
08/24/2021 - Present
Catalyst Financial Partners (BOSTON MA)
IA
Issued 08/18/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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