Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Livermont is a financial advisor who has been working in the industry since 2008. Michelle is currently registered with Fidelity Brokerage Services LLC and has previously worked with CHARLES SCHWAB & CO., INC. Michelle is licensed in Colorado, Massachusetts, Texas, and Utah. Michelle holds the Series 7, Series 9, Series 10, Series 24, Series 63, Series 99TO and SIE 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.
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.
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2
CO
07/22/2021 - Present
Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)
CO
10/23/2008 - 06/22/2021
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
BC
Issued 11/20/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2019
Series 24 - General Securities Principal Examination
BC
Issued 12/16/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/04/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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