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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Jenness Bredehoft is a financial advisor at Morgan Stanley. Michelle has been in the financial industry since 2011 and has a strong track record of providing financial advice to individuals, families, and businesses. Michelle specializes in investment planning, retirement planning, and estate planning. Michelle holds the Series 7, Series 66, and SIE licenses. Michelle is also a registered representative in 39 states and is active in the investment advisor industry. Michelle is committed to providing her clients with the highest level of service and personalized financial advice.
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.
Strategic management for diversified investment portfolios.
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.
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.
See schedule d miscellaneous
1
2
AZ
04/05/2024 - Present
Morgan Stanley (Tucson AZ)
CO
07/10/2013 - 07/23/2014
MORGAN STANLEY (DENVER CO)
CO
08/25/2011 - 04/11/2013
ROBERT W. BAIRD & CO. INCORPORATED (BOULDER CO)
BOTH
Issued 02/21/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 05/16/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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