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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 Moss is an Investment Advisor Representative at New Harbor Financial Group, LLC and has been in the industry since June 2020. Michelle is a Certified Financial Planner™ and specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Michelle holds a Series 65 license. Michelle Moss is registered to provide investment advice in Massachusetts, New Hampshire and New York. Michelle Moss is active in the state of Iowa.
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.
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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MA
06/05/2024 - Present
NEW Harbor Financial Group, LLC (WORCESTER MA)
IA
Issued 10/08/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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