Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Malone is an Investment Advisor Representative at B. Riley Wealth Advisors, Inc. in Buffalo, NY. Michelle has been in the financial services industry since 1996 and has a diverse background in investment advisory services. Michelle is registered with the state of New York and Texas. Her career began at Advest, Inc., a company that was acquired by Merrill Lynch, Pierce, Fenner & Smith Incorporated in 2006. Michelle has held various roles in the financial services industry and specializes in providing comprehensive financial planning and portfolio management services to individuals, corporations, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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2
NY
09/14/2020 - Present
B. Riley Wealth Advisors, Inc. (Buffalo NY)
NY
03/08/2006 - 07/22/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BUFFALO NY)
CT
07/03/1996 - 03/08/2006
ADVEST, INC. (HARTFORD CT)
BOTH
Issued 10/23/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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