Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Begina is a financial advisor with over 25 years of experience in the industry. Michelle has a strong track record of success in providing financial advice to a diverse range of clients, including high-net-worth individuals, families, and businesses. She is also a registered representative of Snowden Capital Advisors LLC. Michelle is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Michelle has held previous positions at Morgan Stanley, Citigroup Global Markets Inc. and Merrill Lynch. Michelle earned her Series 63, 65, 7, 8 and 31 licenses. Michelle is a strong believer in financial education and has written a book, "Deep Pockets: Creating Wealth from the Inside Out."
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.
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.
A percentage of the total value of assets under management is charged.
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2
NY
03/06/2017 - Present
Snowden Capital Advisors LLC (NEW YORK NY)
NJ
06/01/2009 - 03/06/2017
MORGAN STANLEY (PARAMUS NJ)
NJ
09/15/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PARAMUS NJ)
NJ
01/21/1999 - 09/17/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PARAMUS NJ)
WI
12/03/1996 - 06/25/1998
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
12/03/1996 - 06/23/1998
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MN
09/27/1994 - 09/01/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/27/1994 - 09/01/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 11/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/26/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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