Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Rafferty has been an active financial advisor in the industry since 2002, specializing in a range of services including investment advice, financial planning, and portfolio management. Michelle is currently registered with LPL Financial LLC, where she works with a variety of clients, including individuals, families, businesses, and charitable organizations. Prior to joining LPL Financial LLC, Michelle worked with Invest Financial Corporation, and Banc of America Investment Services, Inc. Michelle's expertise and experience make her a valuable resource for clients seeking personalized financial guidance.
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.
Consulting and other non-discretionary advisory services
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.
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2
FL
02/14/2018 - Present
LPL Financial LLC (GAINESVILLE FL)
FL
12/03/2007 - 02/14/2018
INVEST FINANCIAL CORPORATION (EAST PALATKA FL)
FL
10/10/2002 - 10/30/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (GAINESVILLE FL)
IA
Issued 07/13/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/09/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/08/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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