Michelle E. Coffey
Professional summary
Michelle Elise Coffey, who also goes by Michelle Elise Moore, is a registered financial advisor currently at SEA CHANGE FINANCIAL PLANNING located in Point Pleasant, New Jersey.
Michelle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Michelle has worked at 2 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michelle Elise Coffey's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 18, 2021 - Present
SEA CHANGE FINANCIAL PLANNING
Office #1: 1101 Richmond Avenue Suite 202a, Point Pleasant, NJ 08742July 25, 2018 - July 2, 2021
EDWARD JONES
June 28, 2018 - July 2, 2021
EDWARD JONES
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/18/2021)
Exams
Series 7TO
Date: 2/13/2024
General Securities Representative ExaminationCurrent Firm
SEA CHANGE FINANCIAL PLANNING
CRD#: 315726 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 51 |
| AUM (Assets Under Management) | $ 10,175,415 |
Red Flags
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Company Information
SEA CHANGE FINANCIAL PLANNING
CRD#: 315726Point Pleasant, NJ 08742TRUST BUT VERIFY
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