Michelle Ambrosio Kaiser
CFP®Professional Summary
Michelle Ambrosio Kaiser, CFP®, who also goes by Michelle Kaiser, is a registered financial advisor currently at EQUITYBEE SECURITIES, LLC located in Palo Alto, California. Michelle is registered as a RR (Registered Representative) and started their career in finance in 2011. Michelle has worked at 3 firms and has passed the Series 63, Series 66, SIE, Series 7, Series 4 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michelle Kaiser
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Credentials
Years of Experience
15 years in the financial services industry
Current & Past Employments
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Current Firm
EQUITYBEE SECURITIES, LLC | HMI INVESTMENTS, LTD. | HAMILTON MILLER INVESTMENTS, LLC
Contact Information
Main Address
955 Alma Street. Suite B, Palo Alto, CA 94301Mailing Address
955 Alma Street. Suite B, Palo Alto, CA 94301Phone Number
(650) 847-1149Established
Delaware since 03/04/1998Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Michelle Ambrosio Kaiser's CRS (Customer Relationship Summary).
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