Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Pecyna is an Investment Advisor Representative at Rockefeller Financial LLC, registered in Illinois and Texas. Michelle has been in the industry since November 2008, working for firms such as Whitnell & Co. and Associated Trust Company. Michelle holds a Series 65 license, the Uniform Investment Adviser Law Examination, and is a Certified Financial Planner. Michelle is also a Vice President at Associated Trust Company, N.A., where she manages wealth relationships. Michelle specializes in providing financial planning, portfolio management, and investment advisory services to individuals, families, 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
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.
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.
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IL
03/01/2021 - Present
Rockefeller Financial LLC (Chicago IL)
IA
Issued 06/16/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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