Michelle Beaudoin
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Michelle Beaudoin, who also goes by Michelle Pereira, was a registered financial professional .
Michelle is a previously registered financial professional and started their career in finance in 2000. Michelle had worked at 5 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 23, 2010 - November 15, 2012
SILVER BRIDGE
September 28, 2005 - January 31, 2008
SECURITIES AMERICA, INC.
March 15, 2002 - December 23, 2010
H&S FINANCIAL ADVISORS LLC
December 15, 2000 - October 5, 2005
CAP PRO BROKERAGE SERVICES, INC.
October 3, 2000 - December 13, 2000
UBS FINANCIAL SERVICES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
SILVER BRIDGE
CRD#: 105194 / SEC#: 801-31346
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
