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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Raymond is a financial advisor at Morgan Stanley, located in GENEVA, NY. Michelle Raymond has been in the financial services industry since May 2010 and has a broad background in both investment and insurance products. Michelle Raymond holds Series 63, 66, and 7 licenses as well as the SIE and is registered with the Financial Industry Regulatory Authority (FINRA). Michelle Raymond is licensed to provide investment advisory services in 46 states. Michelle Raymond specializes in financial planning, asset allocation, and portfolio management for individuals, businesses, and investment companies. Michelle Raymond is also a donation drive leader for Hwa Rang Kwan, a youth and community organization in Geneva, New York.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
12/03/2018 - Present
Morgan Stanley (GENEVA NY)
NY
05/18/2010 - 03/07/2014
MORGAN STANLEY & CO. LLC (NEW YORK NY)
BOTH
Issued 03/19/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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