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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Moyer is a financial advisor with Commonwealth Financial Network. Michelle has been in the financial services industry for over 14 years. Michelle holds the Series 63, Series 65, and Series 7TO licenses. Michelle specializes in financial planning, portfolio management, and retirement planning. Michelle has worked with clients from various backgrounds, including high-net-worth individuals, businesses, and charitable organizations. Commonwealth Financial Network is a Registered Investment Advisor (RIA) headquartered in Waltham, MA. Commonwealth provides financial advice and portfolio management services to individuals, families, businesses, and institutions. Commonwealth has approximately 2950 Registered Representatives, 3300 Investment Advisor Representatives and over $177 Billion in assets under management.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WA
08/09/2023 - Present
Commonwealth Financial Network (Silverdale WA)
IA
Issued 08/07/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/14/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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