Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Ford is a financial professional with over 20 years of experience in the financial services industry. Michelle is currently registered with Equity Advisors, LLC in New Jersey and Pennsylvania. Previously, Michelle worked for Woodbury Financial Services, Inc., Questar Capital Corporation, Securities America, Inc., Affinity Investment Services, LLC, XCU Capital Corporation, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Hoggett Kalas & Co. Inc. Michelle has a strong background in investment advisory services and provides financial planning services to individual investors. Michelle is a Certified Financial Planner™ professional. Michelle is also a licensed insurance agent and has experience in structured premium financing for life insurance.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting services
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.
Referral fees
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2
NV
02/27/2024 - Present
Equity Advisors, LLC (ZEPHER COVE NV)
PA
03/01/2019 - 04/18/2019
WOODBURY FINANCIAL SERVICES, INC. (NEW HOPE PA)
PA
02/26/2016 - 03/01/2019
QUESTAR CAPITAL CORPORATION (NEW HOPE PA)
NJ
04/21/2010 - 02/04/2015
QUESTAR CAPITAL CORPORATION (BRIDGEWATER NJ)
NJ
04/08/2008 - 12/08/2009
SECURITIES AMERICA, INC. (BEDMINSTER NJ)
NJ
01/22/2002 - 03/05/2007
AFFINITY INVESTMENT SERVICES, LLC (BASKING RIDGE NJ)
NC
08/22/2000 - 09/09/2002
XCU CAPITAL CORPORATION, INC. (RALEIGH NC)
NY
04/15/1999 - 08/16/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
FL
07/24/1998 - 02/08/1999
HOGGETT KALAS & CO. INC. (TAMPA FL)
IA
Issued 05/03/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/1998
Series 4 - Registered Options Principal Examination
BC
Issued 09/02/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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