Unclaimed
Michelle Cozzi is a financial professional who has been in the industry since June 30, 2011. Michelle is currently registered with Equitable Distributors, LLC and holds Series 6, 26, and 63 securities licenses as well as the SIE exam. Michelle is registered in New Jersey.
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.
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.
1
2
NY
07/01/2011 - Present
Equitable Distributors, LLC (New York NY)
BC
Issued 07/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/25/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michelle Cozzi is the right advisor for you? Invested Better is here to help.