Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Castrillon is a financial professional with over a decade of experience in the industry. Michelle has held previous roles at Kovack Securities Inc. and J.P. Morgan Securities LLC. Michelle is currently registered with MML Investors Services, LLC and holds Series 6, 7, 24 and SIE licenses. Michelle is able to offer financial planning, portfolio management for businesses and individuals and pension consulting services.
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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
03/12/2024 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
FL
01/25/2019 - 02/14/2024
KOVACK SECURITIES INC. (FORT LAUDERDALE FL)
FL
10/01/2012 - 01/25/2013
J.P. MORGAN SECURITIES LLC (APOPKA FL)
FL
07/12/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (APOPKA FL)
BC
Issued 10/09/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/26/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/2019
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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