Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Marie Huffman has been working in the financial services industry for over 20 years. Michelle is a registered investment advisor and a securities representative with Cambridge Investment Research Advisors, Inc. Previously, Michelle was employed with Lincoln Financial Distributors, Inc., Lincoln Financial Securities Corporation, and Fidelity Brokerage Services LLC. Michelle's current and prior employment provides her with a wealth of knowledge and experience in the financial industry, and allows her to offer a wide range of financial services to her clients.
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
NH
01/15/2020 - Present
Cambridge Investment Research Advisors, Inc. (Concord NH)
NH
04/23/2013 - 12/04/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (CONCORD NH)
NH
01/06/2012 - 03/18/2013
LINCOLN FINANCIAL DISTRIBUTORS, INC. (CONCORD NH)
NH
07/10/2000 - 08/19/2010
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
IA
Issued 01/08/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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