Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Carranza is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc., licensed to conduct business in New Jersey and Texas. Michelle has been in the financial services industry since January 4, 2021. Michelle holds the Series 66, Series 7TO and SIE licenses. Michelle is registered to provide investment advice and securities services in over 50 states and territories, including New Jersey, Texas, and Puerto Rico. Michelle provides a range of advisory services, including portfolio management for businesses and individuals, educational seminars, and performance measurement reports.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NJ
05/31/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ISELIN NJ)
BOTH
Issued 05/22/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/11/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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