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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 MacIosek is a financial advisor with over 25 years of experience in the industry. Michelle has a broad range of experience and holds Series 7, 9, 10, 31, and 63 licenses, as well as the SIE exam. Michelle is currently registered with Great Valley Advisor Group, Inc. and has previously worked with UBS Financial Services Inc. and Morgan Stanley. Michelle specializes in providing a variety of financial services, including financial planning, portfolio management, and consulting services. Michelle is a Chartered Financial Consultant and has a strong commitment to providing personalized financial advice to her clients.
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.
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.
Consulting services
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.
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2
DE
08/01/2024 - Present
Great Valley Advisor Group, Inc. (WILMINGTON DE)
WI
02/12/2016 - 06/18/2024
MORGAN STANLEY (Waukesha WI)
WI
03/11/2005 - 02/23/2016
UBS FINANCIAL SERVICES INC. (BROOKFIELD WI)
NY
03/06/1997 - 03/14/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 03/13/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/19/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 03/05/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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