Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Szczepanski is a financial advisor who has been in the industry since August 2018. Michelle is registered with the state of Pennsylvania and is affiliated with TIAA-CREF Individual & Institutional Services, LLC. Michelle has been a registered representative with the firm since August 2018 and has passed the Series 7, Series 63 and SIE exams. Michelle works with clients in a variety of investment areas, including portfolio management for individuals.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
PA
08/16/2018 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Pittsburgh PA)
BC
Issued 09/13/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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