Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Szczepanowski is a financial professional with over 20 years of experience in the industry. Michelle currently holds a Series 6, Series 99TO, and Series 63 license and is registered with National Financial Services LLC. Prior to joining National Financial Services LLC, Michelle was employed by FIRST DATA DISTRIBUTORS, INC. Michelle is dedicated to providing her clients with personalized financial guidance and support.
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.
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.
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RI
02/03/2022 - Present
National Financial Services LLC (SMITHFIELD RI)
ME
01/06/1997 - 12/07/1998
FIRST DATA DISTRIBUTORS, INC. (PORTLAND ME)
BC
Issued 01/17/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/2022
Series 99TO - Operations Professional Examination
BC
Issued 12/31/2021
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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