Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Logue has been in the industry since March 2, 1994 and is currently registered with BNY Advisors. Michelle has a wide range of experience in the financial services industry, including working with Lockwood Financial Services, Inc., Investec Inc., and Pershing LLC. Michelle is a licensed Investment Advisor Representative in both New Jersey and Pennsylvania. Michelle is also a member of the American Heart and Stroke Association, where she is part of the Executive Leadership Team. In her role, she works with executive sponsors on events and fundraising activities.
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.
Guidance on pension options to ensure a secure financial future.
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.
Mutual fund screening, model portfolio delivery
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Asset based fees related to model portfolio delivery
1
2
NJ
05/27/2015 - Present
BNY Advisors (PENNINGTON NJ)
PA
08/15/2014 - 05/22/2015
FS2 CAPITAL PARTNERS, LLC (PHILADELPHIA PA)
PA
09/15/2004 - 07/28/2014
PERSHING LLC (KING OF PRUSSIA PA)
PA
09/15/2004 - 02/13/2006
LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)
NY
06/26/1992 - 01/29/2003
INVESTEC INC. (NEW YORK NY)
IA
Issued 07/27/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2000
Series 4 - Registered Options Principal Examination
BC
Issued 07/26/1993
Series 24 - General Securities Principal Examination
BC
Issued 08/01/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
MIAX Sapphire
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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