Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Hollaender is a financial advisor who has been in the industry since August 20, 2001. Michelle is currently registered with UBS Financial Services Inc., and has been with the firm since November 21, 2016. Prior to that, Michelle worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Morgan Stanley DW Inc. Michelle holds a variety of licenses and certifications, including Series 7, 9, 10, 31, 63, 65, and 66. Michelle specializes in working with individuals, high-net-worth individuals, corporations, and other businesses. Michelle provides a range of financial advisory services, including portfolio management, financial planning, and educational seminars.
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.
Guidance on pension options to ensure a secure financial future.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NJ
11/21/2016 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
ID
03/21/2006 - 04/27/2016
UBS FINANCIAL SERVICES INC. (BOISE ID)
AK
06/20/2005 - 02/09/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ANCHORAGE AK)
NY
11/17/2000 - 05/19/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 01/09/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/24/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/09/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 11/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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