Unclaimed
Michelle McDonough is a financial advisor with over 20 years of experience in the industry. She currently works with Morgan Stanley Distribution, Inc. Michelle has a strong track record of success in providing investment advice and financial planning services to individuals and families. She is dedicated to helping her clients achieve their financial goals. Previously, Michelle has also worked with EATON VANCE DISTRIBUTORS, INC. and MFS FUND DISTRIBUTORS, INC.. Michelle holds the Series 6, 7, 3, 24, 30, and 63 licenses. She is registered in the state of Massachusetts.
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.
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.
1
2
MA
01/06/2023 - Present
Morgan Stanley Distribution, Inc. (Boston MA)
MA
09/10/2013 - 01/06/2023
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
MA
09/07/2000 - 09/22/2004
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 11/26/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2023
Series 24 - General Securities Principal Examination
BC
Issued 04/04/2019
Series 30 - NFA Branch Manager Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2016
Series 3 - National Commodity Futures Examination
BC
Issued 09/10/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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