Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Contillo is a registered representative with Morgan Stanley. Michelle has been in the financial services industry since 2001. Michelle is registered to offer securities in 45 states and the District of Columbia. Michelle holds the Series 7, 21, 25 and 63 licenses as well as the SIE exam. Michelle has previous experience with CITIGROUP GLOBAL MARKETS INC., NATIONAL SECURITIES CORPORATION, BANC OF AMERICA SPECIALIST, INC., LABRANCHE & CO. LLC and ROBB PECK MCCOOEY SPECIALIST CORPORATION.
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
NY
05/14/2020 - Present
Morgan Stanley (New York NY)
NY
12/05/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
07/24/2007 - 11/12/2007
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
NY
03/28/2006 - 01/17/2007
BANC OF AMERICA SPECIALIST, INC. (NEW YORK NY)
NY
03/16/2001 - 03/15/2006
LABRANCHE & CO. LLC (NEW YORK NY)
NY
10/01/2000 - 03/16/2001
ROBB PECK MCCOOEY SPECIALIST CORPORATION (NEW YORK NY)
BC
Issued 12/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2007
Series 7 - General Securities Representative Examination
BC
Issued 02/12/2003
Series 21 - NYSE Front Line Specialist Clerk
BC
Issued 09/30/1999
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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