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Unclaimed

Aegis Capital Corp.

location

MELVILLE, NY

experience

24 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Michelle Perres is a registered representative of Aegis Capital Corp. Michelle has been in the securities industry since 2001. Michelle has been associated with Aegis Capital Corp. since September 2014. Prior to that, Michelle was associated with Global Arena Capital Corp. from 2012 to 2014, B.B. Graham & Company, Inc. in 2012, Liberty Partners Financial Services, LLC from 2011 to 2012, Global Arena Capital Corp. from 2009 to 2011, Clark Dodge & Co., Inc. from 2007 to 2009, World Equity Group, Inc. from 2006 to 2007, Andrew Garrett Inc. from 2004 to 2006, LH Ross & Company, Inc. from 2004 to 2004, S.W. Bach & Company from 2004 to 2004, Gunnallen Financial, Inc. from 2004 to 2004, and Continental Broker-Dealer Corp. from 2001 to 2004. Aegis Capital Corp. is an investment firm that provides financial and investment services to individuals, businesses, and institutions. The firm offers a wide range of services, including brokerage, investment banking, and wealth management. The firm's main office is located in New York, New York. Michelle is a registered representative of Aegis Capital Corp. and is also a registered investment advisor. Michelle is licensed in several states, including New York, Florida, California, and Texas. Michelle is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Michelle is a financial professional with over 20 years of experience in the securities industry. Michelle has a strong track record of providing investment advice and financial services to clients.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Captrust | CFA ® (Certifications)

location

Leawood, KS

0 Disclosures

ADVISOR BIO

Michelle Elizabeth Trouve is a financial advisor at Captrust, a firm that provides a range of investment advisory services. Michelle has been in the industry since July 2002, and joined Captrust in October 2022. She is a Chartered Financial Analyst, and is registered to provide investment advice in Kansas and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

PLYMOUTH, MA

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Crawford Hill is a financial advisor who has been in the industry since 2004. Michelle is currently registered with Stifel, Nicolaus & Company, Inc. and has been with the firm for a significant portion of their career. Prior to joining Stifel, Nicolaus & Company, Inc., Michelle has held positions at Ryan Beck & Co., RBC Dain Rauscher Inc. and Advest, Inc.. Michelle has a broad range of experience in the financial services industry.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Virtus Fixed Income Advisers, LLC

location

HARTFORD, CT

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Gallo is an investment advisor representative with Virtus Fixed Income Advisers, LLC. Michelle has been in the financial services industry since November 2, 2005. Michelle has passed the Series 7, Series 63, Series 66 and SIE exams. Michelle's previous employers include Ridgeworth Distributors LLC and Sanford C. Bernstein & Co., Inc.. Michelle's registrations are currently active in Connecticut and New Jersey.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

Indianapolis, IN

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Dowling is a financial advisor registered with Robert W. Baird & Co. Inc. Michelle has been in the industry since 2016 and is licensed in Indiana, Montana, and Wisconsin. Michelle previously worked with Raymond James & Associates, Inc. and Morgan Stanley.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

Coral Gables, FL

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Vanessa Grillone is a financial advisor with Mariner Wealth. Michelle has over 12 years of experience in the financial industry. Michelle has held a Series 6, Series 99, Series 26, and Series 65 licenses. Michelle is a registered investment advisor with the state of Florida and is also registered with FINRA. Michelle specializes in a wide range of financial planning services, including portfolio management, pension consulting, and family office services. Michelle is passionate about helping her clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

RBC Capital Markets, LLC

location

OAKBROOK TERRACE, IL

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Jean Grist is a financial advisor at RBC Capital Markets, LLC. Michelle has been in the financial services industry since September 16, 2005. Michelle is registered with the state of Illinois and has a Series 7 and Series 66 license. She is also registered with the state of Texas. Prior to joining RBC Capital Markets, LLC, Michelle was employed by MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Telsey Consumer Fund Management LP | CFA ® (Certifications)

location

NEW YORK, NY

0 Disclosures

ADVISOR BIO

Michelle Marie Buckley is an Investment Advisor Representative at Telsey Consumer Fund Management LP, a Registered Investment Advisor in New York. Michelle has been in the financial services industry since January 2012 and has held previous roles at firms such as Morgan Stanley Smith Barney, TD Private Client Wealth LLC, and Shepherd Kaplan LLC. Michelle is a Chartered Financial Analyst and holds Series 7 and Series 31 licenses. Michelle also serves as a Trustee for The Sage School, an Investment Committee Member for SouthCoast Community Foundation, and a Council Member for Derby Academy. Michelle's current advisory activities include portfolio management for pooled investment vehicles and portfolio management for businesses.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

RBC Capital Markets, LLC

location

Westlake, OH

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Michelle Reynolds is a financial advisor who has been in the industry since December 1997. Michelle is currently registered with RBC Capital Markets, LLC and has been employed with this firm since July 2023. Michelle has a wide range of experience working in the financial industry and has held several positions at firms like Wells Fargo Advisors LLC and Wells Fargo Clearing Services, LLC. Michelle is licensed in numerous states and holds the Series 7 and Series 63 licenses, as well as the SIE exam. Michelle is a licensed investment advisor in Ohio and Texas.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Robert W. Baird & Co. Inc.

location

DENVER, CO

experience

8 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michelle Lea Englert is a registered investment advisor representative at Robert W. Baird & Co. Inc. Michelle has been in the industry since February 2017. Michelle holds the Series 66, Series 7, and SIE licenses. Michelle is registered in 27 states, including Colorado, Texas, and Wisconsin. Michelle specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals

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