Unclaimed
Michelle Lenae Murray is a registered investment advisor representative with Hightower Advisors, LLC in Seattle, WA. Michelle has over 30 years of experience in the financial services industry. Michelle specializes in providing financial planning and portfolio management services to individuals, corporations, and other businesses. Michelle is also a licensed investment adviser in Washington.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
WA
07/23/2015 - Present
Hightower Advisors, LLC (SEATTLE WA)
WA
05/21/2004 - 07/22/2015
UBS FINANCIAL SERVICES INC. (SEATTLE WA)
NY
07/31/1993 - 06/02/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/19/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 06/20/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/19/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1990
Series 3 - National Commodity Futures Examination
BC
Issued 09/16/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michelle Murray is the right advisor for you? Invested Better is here to help.