MICHELLE RENEE SARAH

I’m a Licensed General Securities Representative Committed to Your Financial Success

Michelle Renee Sarah | Securities Representative

Unlock a full suite of professional-grade tools and insights crafted to elevate your trading journey, empowering you to spot market trends and execute proven strategies with confidence and clarity.

No Market Experience?
I’ll Help You Build with Confidence.

Your capital is your tool — not something to gamble. We teach you how to protect it, grow it, and deploy it where it matters most based on data, not hype.

Most people enter the market with emotion instead of strategy — and that’s why they lose money. We help you shift from guessing to calculating, using a system backed by logic, trends, and time-tested insights.

It’s not just about what to buy — it’s knowing when to buy and when to exit. With the right timing tools and portfolio rotation models, we position you to move with the market, not against it.

You don’t need to chase every trade. We teach you how to identify high-probability setups and wait patiently, so you're not glued to charts all day or reacting out of fear.

Our proven framework helps you filter the noise, stay disciplined, and stick to a strategy that works — even in volatile markets. It’s structure over stress, clarity over confusion.

Through private mentoring and group sessions, we break down complex market behaviors into simple, actionable steps. Whether you're trading part-time or full-time, you’ll have a clear edge.

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Michelle Renee Sarah | Securities Representative

MICHELLE RENEE SARAH

Professional Investment Insights Backed by a Decade of Market Experience

I’m a licensed General Securities Representative with over a decade of experience in the financial services industry, working with a respected U.S. firm. My core investment philosophy blends deep market knowledge with personalized strategy — focused primarily on large-cap and mega-cap equities, alongside select major cryptocurrencies.

I structure my portfolio with precision: 60% allocated to short-term positions that capitalize on market momentum, while the remaining 40% is dedicated to long- and mid-term investments rooted in strong fundamentals and growth potential.

Diversification is key. My portfolio spans multiple sectors, with a particular emphasis on companies that consistently increase their dividend payouts — a marker of strength and shareholder commitment. Every decision is backed by technical analysis, risk discipline, and a commitment to sustainable returns.

My goal is clear: outperform the S&P 500 year after year, while helping others understand and navigate their own “Inner Market” with confidence.

Experience

11/30/2020 - 1/28/2022

MORGAN STANLEY (#149777)

07/01/2016 - 08/04/2021

SCHWAB PRIVATE CLIENT INVESTMENT ADVISORY, INC. (CRD#:159035)

01/26/2012 - 03/23/2012

CHARLES SCHWAB & CO., INC. (CRD#:5393)

10/25/2007 - 12/31/2011

CHARLES SCHWAB & CO., INC. (CRD#:5393)

Examination

PRINCIPAL/SUPERVISORY EXAMS

10/12/2017

Series 10 - General Securities Sales Supervisor - General Module Examination

02/09/2017

Series 9 - General Securities Sales Supervisor - Options Module Examination

STATE SECURITY LAW EXAM

10/15/2007

Series 66 - Uniform Combined State Law Examination

09/02/2004

Series 63 - Uniform Securities Agent State Law Examination

GENERAL INDUSTRY/PRODUCTS EXAM

10/01/2018

SIE - Securities Industry Essentials Examination

02/10/2004

Series 7 - General Securities Representative Examination

Services

Ready to Stop Guessing
and Start Growing?

Investment Advisory

I deliver tailored investment solutions that align with your specific financial goals, risk tolerance, and time horizon. Whether you're looking to build a stock portfolio, explore mutual funds, or diversify into bonds, every recommendation is backed by disciplined research and strategic thinking. The focus is simple: make informed decisions, optimize asset allocation, and grow wealth sustainably over time.

Fundamental Analysis

Understanding the true value of an asset is essential. My fundamental research dives deep into a company’s financial health, competitive edge, leadership, and macroeconomic context. I focus on identifying high-quality opportunities — like dividend growers and industry leaders — with a long-term vision rooted in performance, not hype.

Portfolio Management

My portfolio management approach is designed to help your capital work smarter — compounding over time while minimizing unnecessary risk. Through active monitoring of market conditions and performance metrics, I make data-driven adjustments that keep your portfolio aligned with your long-term objectives. The goal is not just growth, but consistent, risk-aware growth.

Retirement Planning

Step into retirement with clarity, confidence, and control. I help you design a comprehensive plan that blends traditional pension assets with modern income strategies — including on-chain solutions for flexibility and liquidity. From projected income streams to tax-efficient withdrawals, everything is mapped to give you peace of mind in your post-career life.

Financial Education

I believe financial literacy should be a cornerstone of every investor’s journey. Through structured workshops, one-on-one coaching, and live market breakdowns, I make trading and investment concepts practical and actionable. Whether you're a beginner or looking to refine your edge, my goal is to help you build lasting clarity around your financial decisions.

Technical Analysis

I provide actionable technical analysis to help you uncover opportunities in short- to medium-term market movements. Using tools like price action, volume patterns, and key levels of support and resistance, I help you identify entries and exits across markets — including equities, forex, and crypto — with precision and confidence.

Portfolio

Performance Report

FAQs

Frequently Asked Questions

Do I need any prior trading experience to get started?

Nope, We don’t leave you to figure it out alone. Support and accountability are built into the program from day one. Whether you're just starting or you've been trading for a while without consistency, we simplify the process. You’ll have access to one-on-one coaching, live sessions, and direct feedback from me and my team.

What makes your trading approach different from others?

I don’t believe in cookie-cutter strategies or endless theory. We focus on actionable techniques grounded in how real markets work, especially how institutions drive price movement. My team and I teach you to recognize those patterns and position yourself accordingly. It’s not just about trading, it’s about thinking like a pro.

Is this long-term investing or active trading?

We’re in the middle of what I call active wealth building. It’s not day trading, but it’s definitely not buy and hold either. We help you shift your capital based on real time market conditions, so you're always aligned with opportunity while minimizing downside.

Do you help with risk management?

Absolutely. Risk management is the foundation of what I teach. We cover how to size your positions properly, set realistic stop levels, and rotate out of risky assets before things turn ugly. You’ll learn how to protect your capital like a pro.