Unclaimed
Michelle Pollock Kosoi is a registered representative with Pacific Select Distributors, LLC in Newport Beach, California. Michelle has been in the securities industry since December 23, 2005. Michelle has passed the Series 6, Series 63 and SIE exams. Michelle has held prior roles with Nationwide Investment Services Corporation in Columbus, Ohio, Capital Brokerage Corporation in Glen Allen, Virginia, Metropolitan Life Insurance Company in New York, New York, MetLife Securities Inc. in Springfield, Massachusetts, Manequity, Inc. in Boston, Massachusetts, New England Securities in New York, New York, and Fidelity Brokerage Services, Inc. in Smithfield, Rhode Island.
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
CA
03/09/2018 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
OH
08/31/2016 - 03/01/2018
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
VA
06/25/2009 - 04/18/2016
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
NY
12/03/1996 - 03/25/1998
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
11/29/1996 - 03/25/1998
METLIFE SECURITIES INC. (SPRINGFIELD MA)
MA
02/28/1996 - 11/06/1996
MANEQUITY, INC. (BOSTON MA)
NY
06/01/1993 - 12/14/1994
NEW ENGLAND SECURITIES (NEW YORK NY)
RI
04/16/1990 - 08/16/1990
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 10/28/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michelle Kosoi is the right advisor for you? Invested Better is here to help.