MC
MC

Michelle Cooper

24 Years of Experience
Bethesda, MD
Broker

Michelle Cooper is a registered investment advisor, based in Bethesda, MD, with 24 years of industry experience.

Location

6901 Rockledge Drive, Suite 730, Bethesda, MD, 20817

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Michelle is the author of the book "I've Still Got Me" since 2018 and participates in speaking engagements, dedicating minimal time. Since 2022, she also acts as a landlord, servicing and maintaining rental properties, which takes a few hours per week.

Employment History
Current Registrations
Xml Securities
March 2019 - Present · 7 yrs 2 mos
Xml SecuritiesBroker
March 2019 - Present · 7 yrs 2 mos
Xml Financial Group
March 2018 - Present · 8 yrs 2 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2001 - October 2017 · 16 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2001 - October 2017 · 16 yrs 7 mos
State Registrations3 states
COMDVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.