Unclaimed
Michelle Malacinski is an Investment Advisor Representative with Vanderbilt Advisory Services, a firm with over 100 years of experience in the financial industry. Michelle has been working in the financial services industry since 2008 and holds the Series 66, 7 and SIE licenses. Michelle is also a Registered Representative in Florida. Michelle is committed to providing her clients with personalized financial advice and guidance. Michelle's dedication to her clients and her extensive experience make her a valuable resource for individuals and families seeking financial advice. Michelle's practice focuses on providing financial planning, portfolio management for individuals and businesses.
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.
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
NY
01/02/2020 - Present
Vanderbilt Advisory Services (WOODBURY NY)
FL
04/21/2017 - 09/13/2019
PRUCO SECURITIES, LLC. (New Port Richey FL)
FL
03/15/2010 - 04/18/2017
TRUSTMONT FINANCIAL GROUP, INC. (NEW PORT RICHEY FL)
FL
03/07/2008 - 03/12/2010
SUMMIT BROKERAGE SERVICES, INC. (TRINITY FL)
BOTH
Issued 06/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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