Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Petrowski is a financial advisor with Ellevest. Michelle has been working in the financial industry since 2013 and has a variety of experience in financial planning and investment advice. Michelle is also the CEO/Founder of Being In Abundance, LLC, a company that provides financial advice and consulting services to 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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
Financial planning workshops; 1:1 consulting
1
2
NY
01/08/2024 - Present
Ellevest (NEW YORK NY)
AZ
04/30/2013 - 12/04/2014
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
BOTH
Issued 05/24/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2014
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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