Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Morrison is a financial professional with over 15 years of experience in the industry. Michelle is currently registered with Alps Distributors, Inc. and Alps Portfolio Solutions Distributor, Inc. Michelle has a wide range of experience and holds the Series 6, 7, 24, 26, and SIE licenses.
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
CO
06/08/2017 - Present
Alps Distributors, Inc. (DENVER CO)
MA
03/31/2014 - 05/16/2017
LPL FINANCIAL LLC (BOSTON MA)
MA
07/24/2013 - 03/07/2014
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
ME
01/02/2013 - 05/20/2013
IMST DISTRIBUTORS, LLC (PORTLAND ME)
ME
01/02/2013 - 05/20/2013
PNC FUNDS DISTRIBUTOR, LLC (PORTLAND ME)
ME
06/10/2011 - 05/20/2013
FUNDS DISTRIBUTOR, LLC (PORTLAND ME)
ME
04/28/2010 - 05/20/2013
FORESIDE INVESTMENT SERVICES, LLC (PORTLAND ME)
ME
05/31/2007 - 05/20/2013
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
BC
Issued 01/08/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/08/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/31/2008
Series 7 - General Securities Representative Examination
BC
Issued 05/30/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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