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 Ludwig is a registered investment advisor representative with Jaffe Tilchin Investment Partners, LLC. Michelle is a licensed investment advisor representative and has been in the industry since 1983. Her areas of expertise include financial planning, pension consulting, and selection of other advisors. Michelle has held previous positions at TOAD RUN LLC, NEWBRIDGE SECURITIES CORPORATION, ISBIN INVESTMENTS, INC., MOORE, JURAN AND COMPANY, INC., and E. F. HUTTON & COMPANY INC.
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.
Helps you choose top advisors aligned with your financial goals.
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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FL
08/26/2024 - Present
Jaffe Tilchin Investment Partners, LLC (TAMPA FL)
FL
12/09/1992 - 02/26/2002
TOAD RUN LLC (ORLANDO FL)
FL
07/14/2000 - 04/02/2001
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
MN
09/12/1992 - 12/12/1992
ISBIN INVESTMENTS, INC. (ST. LOUIS PARK MN)
MN
10/17/1986 - 09/23/1992
MOORE, JURAN AND COMPANY, INC. (MINNEAPOLIS MN)
NA
09/23/1983 - 11/06/1986
E. F. HUTTON & COMPANY INC
BOTH
Issued 05/21/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/03/1983
Series 3 - National Commodity Futures Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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