Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Onoda is a financial advisor with over 25 years of experience in the industry. Michelle is currently registered as an investment advisor representative with Cambridge Investment Research Advisors, Inc. in Littleton, Colorado. Michelle has previously worked with Waterstone Financial Group, Inc. and Dreher & Associates, Inc. Michelle is a registered representative in 14 states. Michelle is also a licensed real estate agent in California. Michelle holds the Series 6, 7, 24, 63 and 65 licenses as well as the SIE designation. Michelle specializes in financial planning, portfolio management, and retirement planning. Michelle works with a variety of clients, including individuals, families, and businesses. Michelle is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Solicitation fees from 3rd party money managers
1
2
CO
01/03/2018 - Present
Cambridge Investment Research Advisors, Inc. (LITTLETON CO)
CO
10/28/2002 - 08/31/2009
WATERSTONE FINANCIAL GROUP, INC. (LITTLETON CO)
IL
06/18/1998 - 10/28/2002
DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)
NA
05/04/1998 - 05/26/1998
DREHER & ASSOCIATES, INC.
CA
03/14/1997 - 05/06/1998
ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)
IA
Issued 06/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/28/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/26/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1998
Series 7 - General Securities Representative Examination
BC
Issued 02/26/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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