Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Riesgo is a financial advisor who has been in the industry since October 11, 2013. Michelle is currently registered with Fidelity Personal AND Workplace Advisors and is licensed in Ohio and Texas. Michelle has worked at several other firms including Citizens Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Comerica Securities, PNC Investments, Wells Fargo Advisors, LLC, and AXA Advisors, LLC. Michelle has passed the Series 66, SIE, and Series 7 exams. Michelle specializes in providing financial planning, educational seminars, and selection of other advisors. Michelle also manages portfolios for individuals and businesses.
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.
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.
1
2
OH
07/30/2021 - Present
Fidelity Personal AND Workplace Advisors (GROVEPORT OH)
MI
07/22/2020 - 05/03/2021
CITIZENS SECURITIES, INC. (OAK PARK MI)
MI
09/26/2018 - 02/27/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FARMINGTON HILLS MI)
MI
11/30/2015 - 07/16/2018
COMERICA SECURITIES (BLOOMFIELD HILLS MI)
MI
09/16/2014 - 11/19/2015
PNC INVESTMENTS (TROY MI)
MI
02/07/2013 - 07/09/2014
WELLS FARGO ADVISORS, LLC (TROY MI)
MI
08/15/2012 - 12/17/2012
AXA ADVISORS, LLC (TROY MI)
BOTH
Issued 10/09/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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