Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Curtis is an investment advisor representative at Osaic Institutions, Inc. Michelle has been in the financial services industry since 2012. Michelle is registered with FINRA and has the Series 6, 7, 24 and 66 licenses. Michelle has experience working at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, KEY INVESTMENT SERVICES LLC, LPL FINANCIAL LLC, and INFINEX INVESTMENTS, INC.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
FL
08/24/2022 - Present
Osaic Institutions, Inc. (Fort Meyers FL)
CT
10/28/2019 - 08/31/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FARMINGTON CT)
CT
05/30/2017 - 10/07/2019
INFINEX INVESTMENTS, INC. (Southington CT)
CT
09/21/2016 - 05/11/2017
KEY INVESTMENT SERVICES LLC (S WINDSOR CT)
CT
04/14/2012 - 09/21/2016
LPL FINANCIAL LLC (MANCHESTER CT)
BOTH
Issued 11/16/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/15/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/13/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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