Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Paulette Haass has been in the financial services industry since 2002. Michelle is registered with Equity Services, Inc. in New York. Michelle is a registered representative with Equity Services, Inc., and a registered investment advisor representative with Equity Services, Inc. Michelle has held previous positions at M&T Securities, Inc., HSBC Securities (USA) INC., McDonald Investments Inc., and HSBC Brokerage (USA) INC. Michelle specializes in providing financial planning, pension consulting, and educational seminars. Michelle also offers portfolio management for individuals and selection of other advisers.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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2
NY
06/22/2021 - Present
Equity Services, Inc. (HOPEWELL JUNCTION NY)
NY
04/25/2014 - 07/18/2014
M&T SECURITIES, INC. (RHINEBECK NY)
NY
05/13/2010 - 11/30/2012
M&T SECURITIES, INC. (RHINEBECK NY)
NY
04/13/2005 - 01/04/2010
HSBC SECURITIES (USA) INC. (WAPPINGERS FALLS NY)
OH
06/21/2004 - 04/04/2005
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NY
10/04/1999 - 06/28/2004
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
BC
Issued 01/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/02/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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