Unclaimed
Michelle Calabro is an investment advisor representative with RBC Capital Markets, LLC, with over 25 years of experience in the financial services industry. Michelle has worked with a range of clients, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Michelle holds the Series 7, 31, and 65 licenses, as well as the SIE exam. Michelle is currently registered with the state of Texas and is a member of FINRA.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
TX
02/18/2005 - Present
RBC Capital Markets, LLC (DALLAS TX)
MO
03/12/1999 - 09/07/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
03/30/1998 - 03/17/1999
DAIN RAUSCHER INCORPORATED (NEW YORK NY)
NA
01/02/1998 - 02/25/1998
DAIN RAUSCHER INCORPORATED
TX
03/16/1995 - 01/02/1998
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
NY
03/20/1986 - 03/31/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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