Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Koehn is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., a firm that manages assets between $10 billion and $50 billion. Michelle has been in the industry since July 5, 1999. Michelle is registered with the state of Illinois and Texas as an Investment Advisor Representative, a role she has held since June 16, 2003 and March 12, 2009 respectively. Michelle has a total of 44 state registrations and 7 FINRA registrations. In addition, Michelle offers a variety of services such as portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors. Michelle is able to provide these services through her Series 7, Series 63 and Series 65 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
IL
03/12/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHICAGO IL)
IA
Issued 06/13/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michelle Koehn is the right advisor for you? Invested Better is here to help.
