Michelle Coffey (CRD# 6946204) is an Investment Advisor Representative working at Sea Change Financial Planning in Point Pleasant Beach, NJ and has over 5 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 2130640
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sea Change Financial Planning | Point Pleasant, NJ | Jul 2021 - Current | 2 |
| Edward Jones | Point Pleasant, NJ | May 2018 - Jul 2021 | 3 |
| Shi International Corp | Somerset, NJ | Feb 2006 - Mar 2018 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2018 |
- NJ
-
Total Assets Under Management5MILLIONS
-
Total Number of Accounts31ACCOUNTS
-
Average Account Value$175,129
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
NJ
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