Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Griffith is a financial advisor with Citigroup Global Markets Inc. Michelle has over 30 years of experience in the financial services industry. Michelle is registered with the state of Illinois as an Investment Advisor Representative and a Broker-Dealer. Michelle holds the Series 6, 7, 9, 10, 24, 63 and 65 licenses. Michelle specializes in providing financial planning, portfolio management, and asset allocation advice to individuals, businesses, and institutional clients.
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.
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.
Asset allocation advice
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
IL
09/22/2016 - Present
Citigroup Global Markets Inc. (CHICAGO IL)
IL
06/21/2010 - 09/19/2016
FIFTH THIRD SECURITIES, INC. (S CHICAGO HEIGHTS IL)
IL
05/29/2007 - 06/29/2010
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IL
07/29/1993 - 05/29/2007
CITICORP INVESTMENT SERVICES (CALUMET CITY IL)
KS
08/26/1992 - 08/09/1993
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 10/02/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/19/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/24/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/1993
Series 7 - General Securities Representative Examination
BC
Issued 08/24/1992
Series 6 - Investment Company Products/Variable Contracts 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
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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 MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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