Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Onorio is a financial advisor and owner of Briarwood Private Wealth, a full-service financial planning firm. Michelle is a registered representative with Capital Investment Advisory Services, LLC and has been in the financial services industry since 2002. Michelle has a wide range of experience and expertise, and she is committed to helping her clients achieve their financial goals. Michelle also works as an insurance agent with Lafayette Life Insurance and The Standard Life Insurance Co.
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.
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.
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2
MA
11/16/2015 - Present
Capital Investment Advisory Services, LLC (DANVERS MA)
MA
06/11/2002 - 08/25/2015
FIRST INVESTORS CORPORATION (WOBURN MA)
BOTH
Issued 09/07/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/04/2014
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/06/2008
Series 24 - General Securities Principal Examination
BC
Issued 07/13/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/10/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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