ADVISOR BIO

Michelle Martin is a financial advisor who has been working in the industry since November 20, 2013. Michelle is currently registered with Morgan Stanley in California and Texas. Michelle has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc. Michelle has a Series 7, Series 63, Series 65, and SIE license. Michelle is a Registered Representative and Investment Advisor Representative.

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ADVISOR BIO

Michelle Stewart is a financial advisor with over 23 years of experience in the financial services industry. Michelle is a registered representative of Morgan Stanley and holds Series 6, 7, 24, and 63 licenses. She is licensed to sell securities in California. Prior to joining Morgan Stanley in 2014, Michelle was employed at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Banc of America Investment Services, Inc. Michelle specializes in providing financial advice to high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

Michelle Lynn Simmons is an investment advisor representative with Ameriprise Financial Services, LLC. Michelle has been in the financial services industry since 1997 and has experience working with high-net-worth individuals, trusts, estates, insurance companies, charitable organizations, pension and profit-sharing plans, corporations, and individuals. Michelle is registered in California. Michelle offers asset allocation services, financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

ADVISOR BIO

Michelle Lenee Massey is a financial advisor with over 20 years of experience in the financial services industry. Michelle is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has a wide range of experience, including portfolio management for businesses and individuals, and providing pension consulting services. Michelle is also registered with the states of Arizona, California, Florida, Idaho, Massachusetts, Missouri, Nebraska, New Jersey, North Carolina, Ohio, Oregon, Pennsylvania, Texas, Utah, Virginia and Washington. Michelle has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals.

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ADVISOR BIO

Michelle Marquez is a registered investment advisor representative with Raymond James & Associates, Inc. based in Pasadena, CA. Michelle Marquez has been in the securities industry since November 21, 1997. Michelle Marquez is also licensed in Arizona, California, Florida, Hawaii, Massachusetts, Nevada, Oregon, Texas, and Utah. Michelle Marquez has experience with a variety of investment firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC OF AMERICA INVESTMENT SERVICES, INC., LINSCO/PRIVATE LEDGER CORP., BISYS BROKERAGE SERVICES, INC., and FN INVESTMENT CENTER.

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ADVISOR BIO

Michelle Hu is a registered investment advisor representative, currently registered with Cetera Investment Advisers LLC, with a branch office in Sunnyvale, CA. Michelle is also a registered representative with a license to sell securities in California. Michelle has been in the financial services industry for over 27 years. Previously, Michelle has been associated with First Allied Securities, Inc. in Sunnyvale, CA, and InterFirst Capital Corporation in Los Angeles, CA.

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ADVISOR BIO

Michelle Fenton is a registered representative with Centaurus Financial, Inc. Michelle has been working in the financial industry since January 26, 2010. Michelle holds both Series 7 and Series 66 licenses. Michelle is also licensed to sell insurance in California. In addition to being a registered representative, Michelle also runs her own travel blog.

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ADVISOR BIO

Michelle Dow is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Michelle is a registered representative and investment advisor representative, and has been in the industry since July 29, 2013. Michelle holds several licenses and certifications, including Series 66, Series 10, Series 9, SIE, and Series 7. Michelle is licensed in 53 states and the District of Columbia. Michelle specializes in providing financial advice to individuals, corporations, and pension and profit-sharing plans.

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ADVISOR BIO

Michelle Renee Alberda is a financial advisor with Ameriprise Financial Services, LLC. Michelle has been in the financial services industry since July 1999. Michelle is registered with the following states: Alabama, Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Iowa, Maine, Maryland, Massachusetts, Michigan, Minnesota, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Rhode Island, Texas, Vermont, Virginia, Washington and Wisconsin. Michelle specializes in portfolio management, financial planning, pension consulting, educational seminars, and asset allocation services. Michelle provides services to high-net-worth individuals, individuals other than high-net-worth, trusts/estates, insurance companies, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.

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ADVISOR BIO

Michelle Celeste White is a registered representative and investment advisor representative with Stifel, Nicolaus & Company, Inc., working out of the SAN DIEGO, CA branch office. Michelle is registered in 30 states for broker-dealer activities and in 2 states for investment advisor activities. Michelle has worked in the securities industry since 2022. Michelle offers financial planning, pension consulting, portfolio management for businesses, and portfolio management for individuals and pooled investment vehicles.

SPECIALIZATIONS