- Hi, I'm Michelle Ann Serlin

Leading Expert in Maximizing Returns through Social Trading.

About Me

Licensed Investment Adviser

profile-picture

Dear Investors,

Welcome to my website.

As a seasoned General Securities Representative with over two decades in the financial industry, I specialize in large-cap stocks, mega-cap companies, and major cryptocurrencies. My investment strategy combines short-term opportunities with long-term growth, dedicating around 60% of my portfolio to short-term investments and 40% to longer-term positions. I focus on a diversified portfolio that includes companies known for consistently growing their dividend yield. With a strong emphasis on technical analysis and risk management, my goal is to exceed the S&P 500’s performance annually and deliver reliable results.

SRO Registeration

New York Stock Exchange - General Securities Representative 100%

FINRA - General Securities Representative 100%

NYSE American LLC - General Securities Representative 100%

NASDAQ Stock Market - General Securities Representative 100%

My Services

ADAPTED TO YOU

Initially, I'll request that you complete a personal evaluation of your investment situation. Following this, I'll analyze the information from your evaluation to identify investment opportunities that could be profitable for you. My approach is tailored to fit your financial goals and risk appetite, ensuring a personalized strategy that meets your specific needs.

STRATEGY IMPROVEMENT

Unlock a wide range of strategies designed to drive your success as a trader. These methods will boost your focus and composure, keeping you consistently ahead of market trends.

EDUCATIONAL MATERIALS

All the key details have been compiled to guide you through the fundamentals of trading, including trade setup and various strategies and patterns. You'll develop a strong sense of empowerment and confidence in making savvy financial decisions in U.S. and global markets.

PRIVACY PROTECTION

My top priority is ensuring the safety of those who follow my trades. My goal is to provide investors with a secure and transparent trading experience. To accomplish this, I’ve established a robust set of protections by collaborating with thoroughly vetted brokerage platforms. Each broker is carefully assessed for credibility and ease of use, guaranteeing the safety of my followers.

MINDSET DEVELOPMENT

This process will significantly influence your life in many impactful ways. It will encourage you to embrace a new outlook and strategy for managing your finances. True success as a trader demands steadfast consistency and self-discipline. I’m here to guide you toward becoming a financially disciplined individual and a skilled manager of your own assets.

CONSISTENCY

This principle is key to success, and it requires a set of essential tools to achieve it. I have firsthand experience with these tools and will integrate them into your daily practice. I’ll monitor your trading activities every day to promote ongoing skill development and long-term growth in your earnings.

24

Years Of Experience

56

State Licenses

915

Satisfied Clients

1500

Successfully Handled Portfolios

Portfolio

As a potential investor, I assume what you're most interested about is past performance record. Within this section you will be able to deep dive into my historical data, portfolio performance including monthly reports, and work experience over the last 22 years.

Resume

Work Experience

FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD# 288590)

2018 - Present - Investment Adviser Representative

FIDELITY BROKERAGE SERVICES LLC (CRD# 7784)

2010 - Present - Broker

STRATEGIC ADVISERS LLC (CRD# 104555)

2010 - 2018 (7 years) - Investment Adviser Representative

CHARLES SCHWAB & CO. INC (CRD# 5393)

2009 - 2010 (<1 year) - Investment Adviser Representative / Broker

CAMBRIDGE INVESTMENT RESEARCH, INC (CRD# 39543)

2009 - 2009 (<1 year) - Investment Adviser Representative / Broker

FIDELITY BROKERAGE SERVICES LLC (CRD# 7784)

2004 - 2009 (4 years) - Investment Adviser Representative

LINSCO/PRIVATE LEDGER CORP. (CRD# 6413)

2003 - 2004 (1 year) - Broker

CENTAURUS FINANCIAL, INC. (CRD# 30833)

2002 - 2003 (<1 year) - Broker

SENTRA SECURITIES CORPORATION (CRD# 10249)

2001 - 2002 (<1 year) - Broker

MORGAN KEEGAN & COMPANY, INC. (CRD# 4161)

1999 - 2001 (2 years) - Broker

Education

State Securities Law Exam

Oct 14, 2004 - Series 66 - Uniform Combined State Law Examination Mar 31, 1999 - Series 63 - Uniform Securities Agent State Law Examination

General Industry/Products Exam

Oct 1, 2018 - SIE - Securities Industry Essentials Examination Mar 22, 1999 - Series 7 - General Securities Representative Examination

Principal/Supervisory Exam

Feb 16, 2002 - Series 24 - General Securities Principal Examination

Testimonials





Brook Kennedy

"Working with Mrs. Michelle has been transformative for my trading success. Her expert strategies and sharp market insights produced substantial profits in a surprisingly brief time. Michelle’s knack for spotting profitable opportunities and making astute decisions has led to impressive financial gains. Her proactive and transparent communication makes navigating complex trades straightforward and profitable. For quick and significant returns, She is undoubtedly the broker you need.."

"Fashion Designer"



Avon Smith

My experience trading cryptocurrency with Michelle Ann Serlin has been revolutionary. Her expertise and strategic skills led to significant profits and financial independence in record time. Michelle excels at navigating the unpredictable crypto market, uncovering high-potential opportunities. Her clear communication and tailored methods make complex trading scenarios manageable and profitable.

"Trucker"

Ana Teresa Apaza Moya

Trading with Mrs. Michelle has been an exceptional experience. Her deep knowledge of the market and strategic insights have been invaluable in navigating complex trades. Michelle’s personalized approach to each client’s needs ensures tailored strategies that align with individual goals. Her transparent communication and dedication to client success foster a sense of trust and reliability. Overall, Mrs. Michelle’s expertise and commitment make her an outstanding choice for anyone looking to achieve consistent trading success.

"Nutritionist"

Steve Blakey

Learning Day trading from Michelle has been a phenomenal experience. My wife and I first connected with Michelle in 2019 and together initiated an investment portfolio with an initial value of about $150k. After three years, we've watched our portfolio flourish, now exceeding $2 million. Her advice and tailored approach made navigating stocks, forex, and cryptocurrencies both straightforward and successful.

"Insurance Broker"

Contact Me

I provide an extensive array of services, ranging from aiding you in the selection of individual investments to crafting a lucrative trading strategy. Leveraging a wealth of market resources, including intelligent trading software and a team of seasoned market experts. I am well-equipped to support you in making well-informed investment choices aligned with your financial goals and objectives.

©Copyright 2024 MICHELLE ANN SERLIN . All Rights Reserved.

This is a marketing communication and should not be taken as investment advice, personal recommendation, or an offer of, or solicitation to buy or sell, any financial instruments. This material has been prepared without taking into account any particular recipient’s investment objectives or financial situation and has not been prepared in accordance with the legal and regulatory requirements to promote independent research. Michelle Ann Serlin makes no representation and assumes no liability as to the accuracy or completeness of the content of this publication, which has been prepared utilizing publicly-available information. Your capital is at risk. Past Performance is not indicative of future results.