Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Rozycki is a financial advisor at Fidelity Personal And Workplace Advisors. Michelle has been working in the financial services industry since 2007. Michelle is registered with the state of Missouri and Illinois as an Investment Advisor Representative. Michelle is also registered with the state of Texas as an Investment Advisor Representative. Michelle is Series 7, Series 63, and Series 65 licensed. Michelle is also a registered representative of Fidelity Brokerage Services LLC. Michelle has a proven track record of success in helping 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.
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.
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.
1
2
MO
04/02/2019 - Present
Fidelity Personal AND Workplace Advisors (ST. LOUIS MO)
IN
05/17/2018 - 03/15/2019
FIFTH THIRD SECURITIES, INC. (EVANSVILLE IN)
MO
07/10/2015 - 03/08/2018
SCOTTRADE, INC. (ST LOUIS MO)
MO
01/25/2013 - 07/10/2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
MO
05/14/2010 - 07/10/2015
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
MO
10/08/2010 - 07/21/2011
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ST. LOUIS MO)
IL
05/14/2008 - 03/02/2010
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CENTRALIA IL)
IL
05/08/2007 - 05/15/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (SALEM IL)
IA
Issued 09/20/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Michelle Rozycki is the right advisor for you? Invested Better is here to help.
