Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Moretto is a financial professional with over 9 years of experience in the industry. Michelle is currently registered with Securian Financial Services, Inc. and holds Series 6, 7, and 63 licenses, as well as the SIE exam. Michelle has previously worked at The Leaders Group, Inc., Jackson National Life Distributors LLC, and Vanguard Marketing Corporation. Michelle is licensed to sell securities in several states including District of Columbia, Maryland, North Carolina, Virginia, and West Virginia.
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.
1
2
MN
01/08/2019 - Present
Securian Financial Services, Inc. (ST PAUL MN)
CO
05/24/2018 - 12/07/2018
THE LEADERS GROUP, INC. (LITTLETON CO)
TN
07/14/2015 - 02/05/2018
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
PA
06/19/2014 - 06/30/2015
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 07/01/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2016
Series 7 - General Securities Representative Examination
BC
Issued 06/19/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michelle Moretto is the right advisor for you? Invested Better is here to help.
