Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Louie is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Michelle has been in the industry since 2012 and is licensed to provide investment advice in 44 states and the District of Columbia. Michelle has experience in providing investment advice to individuals, businesses, high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, corporations, and state or municipal government entities. Michelle provides a wide range of investment advisory services including portfolio management, investment research, financial planning, and retirement planning.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CA
12/21/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SAN FRANCISCO CA)
CA
02/06/2012 - 01/23/2014
METLIFE INVESTORS DISTRIBUTION COMPANY (IRVINE CA)
BOTH
Issued 12/7/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/19/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2016
Series 7 - General Securities Representative Examination
BC
Issued 2/4/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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