Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Cristofano is a financial professional with over 25 years of experience in the industry. Michelle is currently registered with Charles Schwab & CO., Inc. in Lone Tree, CO. Previously, Michelle was registered with GWFS EQUITIES, INC. and OLD MUTUAL INVESTMENT PARTNERS. Michelle holds the Series 63, Series 7, Series 9, Series 10, Series 26 and SIE licenses and is registered in all 50 states and the District of Columbia. Michelle specializes in financial planning and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
10/09/2012 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
11/25/2008 - 09/18/2012
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
CO
06/12/2006 - 09/19/2008
OLD MUTUAL INVESTMENT PARTNERS (DENVER CO)
CO
06/02/1998 - 06/15/2006
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
NE
10/28/1997 - 03/15/1998
KIRKPATRICK, PETTIS, SMITH, POLIAN INC. (OMAHA NE)
NY
08/18/1997 - 10/23/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 01/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/05/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/06/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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