Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle McKinnon is an Investment Advisor Representative at Klingman And Associates, Llc. Michelle is registered with the state of New York and Texas. Michelle has been in the industry since September 2012. Michelle holds a Series 65 license and has completed the Uniform Investment Adviser Law Examination. Michelle is a Certified Financial Planner.
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.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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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NY
11/30/2022 - Present
Klingman AND Associates, LLC (NEW YORK NY)
IA
Issued 09/18/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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