Michelle holds FINRA Series 7 (General Securities Representative, 1982), Series 63 (Uniform Securities Agent State Law, 1983), and Series 65 (Uniform Investment Adviser Law, 1993) licenses, along with the SIE. She is also licensed in life, variable annuity, health, and long-term care insurance, and holds the CIMA (Certified Investment Management Analyst) and CRPS (Chartered Retirement Plans Specialist) designations.