Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Siano is a financial advisor with over 20 years of experience in the industry. Michelle is currently registered with Founders Financial Securities LLC and Ellis Investment Partners, LLC. Michelle has held previous roles with NEXT FINANCIAL GROUP, INC. and CITIGROUP GLOBAL MARKETS INC. Michelle holds Series 7, 63, 65 and 66 licenses. Michelle is also a licensed Investment Advisor Representative in Pennsylvania. Michelle specializes in providing financial advice to individuals, businesses, charitable organizations, pension and profit-sharing plans, and high-net-worth 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.
Guidance on pension options to ensure a secure financial future.
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.
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PA
11/01/2024 - Present
Founders Financial Securities LLC (West Chester PA)
PA
08/19/2014 - 08/28/2015
NEXT FINANCIAL GROUP, INC. (WEST CHESTER PA)
PA
01/01/2005 - 02/01/2007
CITIGROUP GLOBAL MARKETS INC. (WEST CONSHOHOCKEN PA)
BOTH
Issued 10/09/2014
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/27/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2015
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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