Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Losasso is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Michelle has been in the industry since 2006. Michelle's current registrations are in Colorado, Connecticut and Texas. Michelle holds the following licenses and certifications: Series 66, Series 7, and SIE. In addition, Michelle is involved in the charitable organization, Epilepsy Foundation of Colorado and Wyoming. Michelle has worked with numerous clients, including individuals, families, businesses, corporations and institutions. Michelle specializes in providing investment advice and portfolio management.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
03/25/2011 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOSTON MA)
CO
11/08/2006 - 03/17/2011
RBC CAPITAL MARKETS, LLC (DENVER CO)
CO
09/15/2006 - 11/09/2006
WADDELL & REED, INC. (DENVER CO)
BOTH
Issued 11/28/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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