Michelle A. Moreno
Professional summary
Michelle Adrienne Moreno is a registered financial professional currently at WEILD & CO. located in New York, New York.
Michelle is registered as a RR (Registered Representative) and started their career in finance in 1997. Michelle has worked at 6 firms and has passed the Series 63, Series 79TO, Series 82TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Michelle Adrienne Moreno's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 26, 2022 - Present
WEILD & CO.
Office #1: 230 Park Avenue 3rd And 4th Floors, New York, NY 10169April 19, 2021 - May 2, 2022
HILCO CORPORATE FINANCE, LLC
July 10, 2012 - March 19, 2021
DRESNER INVESTMENT SERVICES, INC.
December 21, 1999 - July 2, 2012
FIRST ANALYSIS SECURITIES CORPORATION
November 3, 1997 - September 17, 1999
CIBC WORLD MARKETS CORP.
October 31, 1997 - November 3, 1997
CIBC WOOD GUNDY SECURITIES CORP.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/26/2022)
(7/26/2022)
Exams
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationSeries 82TO
Date: 1/2/2023
Limited Representative-Private Securities OfferingsFINRA
Current Firm
WEILD & CO.
CRD#: 132398 / SEC#: , 8-66593
Contact information
FINRA licenses (52 States and Territories)
Red Flags
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