Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Gagiano is an investment advisor representative at Steward Partners Investment Advisory, LLC, where Michelle has been employed since May 2023. Michelle holds Series 7 and Series 66 licenses, and is licensed in 51 states. Michelle has been in the financial services industry since August 2006. Michelle specializes in providing financial planning services, portfolio management for individuals, selection of other advisors, and financial consulting.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
1
2
NY
05/01/2023 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
BOTH
Issued 2/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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