Unclaimed
Michelle Hirose is a registered investment advisor and broker-dealer representative with over 30 years of experience in the financial services industry. Michelle has held various roles at different firms, including Tower Square Securities, Inc., W.S. Griffith & Co., Inc., Travelers Equities Sales, Inc., EquiCo Securities, Inc. and The Equitable Life Assurance Society of the United States. Michelle is currently registered with Cetera Investment Advisers LLC in Florida. Michelle holds Series 6, 63, and 65 licenses and has expertise in providing financial planning and investment advice to individuals, corporations, and charitable organizations. Michelle also has a license as an insurance agent for disability, life/accident/health, and property & casualty insurance.
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.
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.
1
2
FL
04/09/2023 - Present
Cetera Investment Advisers LLC (MIAMI FL)
NJ
07/08/1996 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (FORT LEE NJ)
CT
03/29/1995 - 06/25/1996
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
CA
01/05/1990 - 06/28/1994
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NY
07/08/1987 - 05/15/1989
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
07/08/1987 - 05/15/1989
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 2/12/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/20/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/6/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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