Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Dudenhoefer is a financial advisor with Steward Partners Investment Advisory, LLC. Michelle has been in the financial industry since 2023 and is licensed to provide investment advice in Florida, North Carolina, Oklahoma, and Pennsylvania. Michelle is passionate about helping her clients achieve their financial goals. Michelle holds the Series 7TO, SIE, and Series 66 licenses. She is also a Registered Representative with FINRA and is registered as an Investment Advisor Representative in the state of Florida. Michelle specializes in working with high-net-worth individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans. She offers a wide range of financial services, including financial planning, portfolio management, and investment advisory services.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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NY
05/02/2024 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
BOTH
Issued 04/24/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2024
Series 7TO - General Securities Representative Examination
BC
Issued 04/05/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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