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 Widders is a financial advisor with over 20 years of experience in the financial services industry. Michelle has held positions with several well-known firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Michelle is currently registered with Morgan Stanley and is licensed in numerous states. Michelle's expertise and knowledge in financial planning, portfolio management, and investment advice is a testament to her dedication to providing clients with the best possible service.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
PA
08/25/2023 - Present
Morgan Stanley (Camp Hill PA)
PA
08/11/2011 - 08/29/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CAMP HILL PA)
PA
06/01/2009 - 08/04/2011
MORGAN STANLEY SMITH BARNEY (CAMP HILL PA)
PA
04/22/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (HARRISBURG PA)
NY
11/29/2000 - 04/20/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
IL
09/22/1999 - 09/15/2000
ROMANO BROTHERS AND COMPANY (EVANSTON IL)
BC
Issued 12/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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