Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Zhang is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Michelle has been in the industry since January 2023 and holds a Series 66, Series 7TO and SIE. Michelle is registered with the states of California, Connecticut, Delaware, District of Columbia, Florida, Maine, Maryland, Massachusetts, Minnesota, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, Texas and Vermont. Michelle specializes in providing financial advice to individuals, businesses, corporations, pension and profit sharing plans, insurance companies, investment companies, charitable organizations, state or municipal government entities 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.
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
NY
06/14/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ELMHURST NY)
BOTH
Issued 03/31/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/29/2022
SIE - Securities Industry Essentials 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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