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Michelle Rafferty Location
Gainesville, FL, US
Michelle Rafferty Work
LPL Financial Advisor @ (November 2007 - Present)
Financial Advisor @ Capital City Banc Investments (November 2007 - Present)
Financial Advisor @ Capital City Investments (November 2007 - Present)
Sr. Premier Client Manager, VP @ (November 2001 - October 2007)
Branch Manager, VP @ (May 1998 - November 2001)
Michelle Rafferty Education
University of Pittsburgh
Michelle Rafferty Skills
Series 7
Wealth Management
Retirement Planning
Mutual Funds
Investment Advisory
Investments
Series 63
Financial Advisory
Securities
Financial Planning
Asset Allocation
Retirement
Portfolio Management
Fixed Annuities
Investment Strategies
Series 65
Florida 2-15
Florida 2 15
Michelle Rafferty Summary
Michelle Rafferty, based in Gainesville, FL, US, is currently a LPL Financial Advisor at LPL Financial. Michelle Rafferty brings experience from previous roles at Capital City Banc Investments, Capital City Investments and Bank of America. Michelle Rafferty holds a University of Pittsburgh. With a robust skill set that includes Series 7, Wealth Management, Retirement Planning, Mutual Funds, Investment Advisory and more. Michelle Rafferty has 2 emails and 2 mobile phone numbers on RocketReach.
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