Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Kowal is a financial advisor with UBS Financial Services Inc. Michelle has been in the industry since November 25, 1997. Michelle is registered with FINRA and the state of Florida. Michelle has experience with several firms including Securities America, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Michelle has a wide range of experience in the financial services industry and is dedicated to helping clients achieve their financial goals. Michelle is located in Weehawken, NJ and is also licensed in Florida.
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.
See schedule d - miscellaneous
1
2
FL
04/13/1999 - Present
UBS Financial Services Inc. (Niceville FL)
NE
08/04/1998 - 04/21/1999
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
06/04/1997 - 02/09/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/04/1997 - 02/09/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 09/17/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/15/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michelle Kowal is the right advisor for you? Invested Better is here to help.
