Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Degree is a financial advisor with over 20 years of experience. Michelle has been registered with the state of Ohio since 2022, and is currently employed by ON Investment Management Co. Michelle has held previous positions at CUSO Financial Services, L.P., RBC CAPITAL MARKETS, LLC, and Wells Fargo Advisors, LLC. Michelle holds Series 3, 6, 7, 63, 65, and 66 licenses. Michelle provides financial planning, portfolio management for individuals, and selection of other advisors. Michelle specializes in investment strategies, insurance, and retirement planning.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Morningstar investment services llc, sei, assetmark, brinker capital, bny mellon advisors, inc, symmetry partners, envestnet
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.
1
2
OH
05/27/2022 - Present
ON Investment Management Co. (Cincinnati OH)
PA
10/17/2018 - 01/03/2022
CUSO FINANCIAL SERVICES, L.P. (CHAMBERSBURG PA)
NH
01/04/2016 - 05/26/2017
RBC CAPITAL MARKETS, LLC (PETERBOROUGH NH)
NH
01/01/2009 - 12/14/2015
WELLS FARGO ADVISORS, LLC (KEENE NH)
NY
10/03/1994 - 03/01/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
06/23/1994 - 08/19/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
04/22/1994 - 05/27/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
11/05/1986 - 05/07/1987
FIRST INVESTORS CORPORATION
BOTH
Issued 02/27/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2017
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2008
Series 7 - General Securities Representative Examination
BC
Issued 04/23/1998
Series 3 - National Commodity Futures Examination
BC
Issued 11/03/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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