Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Herrera-norori is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. located in MIAMI, FL. Michelle has been in the financial services industry for 29 years. Michelle has passed the Series 7, Series 63, and Series 65 exams. She is registered to offer investment advice and securities in 23 states and the District of Columbia. Before joining Merrill Lynch, Pierce, Fenner & Smith Inc., Michelle was employed at Vision Investment Services, Inc. and Northern Trust Securities, Inc.. Michelle specializes in investments for individuals and businesses.
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
FL
07/31/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MIAMI FL)
FL
05/09/2000 - 04/16/2007
VISION INVESTMENT SERVICES, INC. (MIAMI FL)
FL
12/06/1994 - 04/13/2007
NORTHERN TRUST SECURITIES, INC. (MIAMI FL)
NY
06/23/1994 - 11/01/1994
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 07/29/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1994
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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