Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Franco Trivers is an investment advisor representative registered with Cresset Asset Management, LLC. Michelle has been in the industry since 1995 and has worked for several firms including Rockefeller Financial LLC, Morgan Stanley, Securities America, Inc., and Edward D. Jones & Co., L.P. Michelle specializes in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles. Michelle is also registered in Georgia.
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.
Tax services, bookkeeping, financial reporting, clerical assistance in other financial matters
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
10/05/2021 - Present
Cresset Asset Management, LLC (CHICAGO IL)
GA
01/10/2020 - 03/02/2021
ROCKEFELLER FINANCIAL LLC (ATLANTA GA)
GA
05/01/2013 - 01/14/2020
MORGAN STANLEY (ATLANTA GA)
GA
09/30/2005 - 10/15/2007
SECURITIES AMERICA, INC. (ATLANTA GA)
OH
07/13/2005 - 10/04/2005
CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)
MO
07/01/2003 - 11/11/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
02/15/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/06/1997 - 09/07/1999
BEAR, STEARNS & CO. INC. (NEW YORK NY)
MO
03/13/1995 - 09/09/1997
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 12/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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