Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Rosato is a financial advisor with Northwestern Mutual Investment Services, LLC. Michelle is a registered representative with FINRA and has been in the industry since 2000. She holds Series 7 and Series 66 licenses. Michelle specializes in providing investment research and referrals to other advisors. Michelle has previously worked for FAM DISTRIBUTORS, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
FL
04/25/2007 - Present
Northwestern Mutual Investment Services, LLC (Naples FL)
NY
02/10/2000 - 04/05/2005
FAM DISTRIBUTORS, INC. (NEW YORK NY)
NY
02/25/1998 - 02/10/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 08/08/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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