Michelle D. Wormley
Professional summary
Michelle Diane Wormley, who also goes by Michelle O'connell, Michelle Oconnell, Michelle Qureshi, Michelle Wormley, Michelle D Wormley, is a registered financial professional currently at BRIGHTHOUSE SECURITIES, LLC located in Charlotte, North Carolina.
Michelle is registered as a RR (Registered Representative) and started their career in finance in 2014. Michelle has worked at 4 firms and has passed the SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Michelle Diane Wormley's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 1, 2022 - Present
BRIGHTHOUSE SECURITIES, LLC
Office #1: 11225 North Community House Road, Charlotte, NC 28277August 11, 2017 - November 5, 2021
ALLIANCE-ONE INVESTMENTS, LLC
December 12, 2014 - August 11, 2017
METLIFE INVESTORS DISTRIBUTION COMPANY
December 1, 2014 - June 30, 2016
MSI 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
FINRA
Current Firm
BRIGHTHOUSE SECURITIES, LLC
CRD#: 285300 / SEC#: , 8-69845
Contact information
FINRA licenses (52 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BRIGHTHOUSE HOLDINGS, LLC | SOLE MEMBER (SHAREHOLDER) | |
| BEAULIEU, PHILIP JOHNATHON | VICE PRESIDENT | 5300540 |
| DAVIS, MICHAEL BENJAMIN | VICE PRESIDENT | 1742347 |
| LAMBERT, MYLES JOSEPH | CHAIRMAN PRESIDENT AND CEO | 3107551 |
| LEINTZ, DONALD ANTHONY | VICE PRESIDENT | 4374813 |
| MACILVANE, KEVIN MICHAEL JR | VICE PRESIDENT | 5164574 |
| MARTINEZ, JOHN GREGORY | PRINCIPAL FINANCIAL OFFICER | 2210722 |
| MORGAN, JANET MARIE | VICE PRESIDENT | 6770849 |
| NIGRO, GERARD JOSEPH | SENIOR VICE PRESIDENT | 1577003 |
| PROHONIC, KRISTIN LEE | CHIEF COMPLIANCE OFFICER | 3048592 |
Red Flags
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