Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Nancy Foley is a registered representative with MML Investors Services, LLC in West Hartford, CT, and has been working in the industry since August 23, 2005. Michelle has a number of professional licenses and certifications, including Series 7, Series 6, Series 26, Series 53, Series 24, Series 63, and Series 66. Michelle is also a registered investment advisor representative in the state of Connecticut. Michelle's previous employers include MSI Financial Services, Inc. and New England Securities. Michelle specializes in providing financial planning, asset allocation programs, pension consulting, educational seminars, and selection of other advisors to both 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.
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.
Asset allocation programs
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.
Solicitors fees
1
2
CT
03/25/2017 - Present
MML Investors Services, LLC (WEST HARTFORD CT)
CT
07/11/2014 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WEST HARTFORD CT)
CT
08/23/2005 - 01/02/2015
NEW ENGLAND SECURITIES (WEST HARTFORD CT)
BOTH
Issued 07/23/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/30/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2011
Series 24 - General Securities Principal Examination
BC
Issued 06/16/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/27/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/22/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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