Unclaimed
Michelle Debusschere is an Investment Advisor Representative at New Edge Wealth. Michelle has been in the industry since May 1994 and has a wide range of experience. She has passed the Series 3, 7, 63, and 65 exams as well as the Securities Industry Essentials Examination. She is registered in multiple states including Connecticut, New York, and Texas. She is also a Director of Client Service at New Edge Wealth and a partner in Cooba Partners. New Edge Wealth provides a variety of financial planning and investment management services to a diverse clientele.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CT
06/20/2023 - Present
NEW Edge Wealth (Stamford CT)
NY
06/01/2009 - 06/27/2023
MORGAN STANLEY (New York NY)
NY
05/17/1994 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
IA
Issued 05/24/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1997
Series 3 - National Commodity Futures Examination
BC
Issued 05/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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