Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Bennett is a financial advisor at Newport Capital Group, LLC based in Red Bank, NJ. Michelle has been in the industry since February 2002. Michelle has the Series 63, Series 66, Series 7 and Series 99TO licenses, and is also a Certified Financial Planner. Newport Capital Group, LLC is a registered investment advisor with offices in Red Bank, NJ. The firm provides financial planning, portfolio management, and other advisory services to individuals, high-net-worth individuals, businesses, and pooled investment vehicles.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
08/29/2008 - Present
Newport Capital Group, LLC (RED BANK NJ)
NJ
10/23/2009 - 11/29/2010
NRP FINANCIAL, INC. (RED BANK NJ)
NJ
12/02/2004 - 10/29/2009
WALNUT STREET SECURITIES, INC. (RED BANK NJ)
NY
02/07/2002 - 11/12/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 12/05/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2012
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 11/20/2012
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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