Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Denise Werth is a financial advisor with over 10 years of experience in the industry. Michelle currently holds licenses as an Investment Advisor Representative in New York and Texas. Michelle is affiliated with Cadaret, Grant & CO., Inc. and Prentice Wealth Management LLC in Rochester and Baldwinsville, NY. Michelle is a licensed insurance agent and has a Series 7, Series 24, Series 63 and Series 65. Michelle also has experience in portfolio management, financial planning and pension consulting.
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.
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
NY
12/21/2023 - Present
Cadaret, Grant & CO., Inc. (ROCHESTER NY)
MA
08/14/2014 - 01/07/2019
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
NY
03/21/2012 - 07/16/2014
CADARET, GRANT & CO., INC. (SYRACUSE NY)
IA
Issued 03/08/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/26/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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