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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Halpin is an investment advisor representative with Grand Central Investment Group, LLC, based in Tampa, Florida. Michelle has been in the industry since 1992 and has held previous roles with firms such as Wells Fargo Advisors Financial Network, LLC, Wachovia Securities, LLC, First Union Capital Markets Corp., and Salomon Smith Barney Inc. Michelle holds the Series 7, Series 63 and Series 65 licenses and specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Michelle has experience working with clients including high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and 529 plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting services
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
FL
02/03/2015 - Present
Grand Central Investment Group, LLC (TAMPA FL)
FL
02/14/2006 - 02/04/2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (TAMPA FL)
FL
10/01/1999 - 02/10/2006
WACHOVIA SECURITIES, LLC (TAMPA FL)
NC
09/17/1999 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
NY
05/26/1992 - 09/13/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
02/04/1992 - 06/03/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 12/27/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2015
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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