Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Ivy Yang is an Investment Advisor Representative associated with Alliancebernstein LP. Michelle holds a Series 65 license and has been in the industry since August 2016. Michelle has held previous positions with AnchorPath Financial, LLC, McGill University and Frontier Communications. Michelle specializes in providing asset allocation, financial planning, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles. Michelle is registered with Connecticut and New York and is currently active in both states. Michelle is also a Partner with MyDay Partners LLC, purchasing an investment property for rental income, and an insurance producer with World Financial Group.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
08/24/2021 - Present
Alliancebernstein LP (NEW YORK NY)
IA
Issued 11/13/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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