Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Betancourt is a financial advisor with over 14 years of experience in the financial industry. She is currently registered with Edward Jones. Previously, Michelle worked for Capital One Investing, LLC, Raymond James & Associates, Inc., and Vanguard Marketing Corporation. She holds Series 7, 24, 66 and SIE licenses. Michelle has a strong background in financial planning, investment management, and portfolio management. She works with a variety of clients, including individuals, families, businesses, and retirement plans. Michelle's goal is to help clients reach their financial goals by providing personalized financial advice and investment strategies.
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.
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.
See schedule d - miscellaneous
1
2
MO
02/13/2017 - Present
Edward Jones (ST LOUIS MO)
LA
01/28/2015 - 12/16/2015
CAPITAL ONE INVESTING, LLC (NEW ORLEANS LA)
AL
05/23/2013 - 12/15/2014
RAYMOND JAMES & ASSOCIATES, INC. (HUNTSVILLE AL)
AZ
07/11/2011 - 04/12/2013
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
03/20/2009 - 06/28/2011
EDWARD JONES (TEMPE AZ)
BOTH
Issued 06/10/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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