Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you B? Claim Your ProfileB Michele Fry is a registered representative with Wells Fargo Clearing Services, LLC. B Michele has been in the securities industry since June 30, 2003, and has been registered with Wells Fargo Clearing Services, LLC since January 16, 2009. Prior to joining Wells Fargo Clearing Services, LLC, B Michele was a registered representative with CITIGROUP GLOBAL MARKETS INC. and WACHOVIA SECURITIES, LLC. B Michele is also registered as an investment advisor representative in Texas. B Michele has passed the Series 63, SIE, and Series 7 exams. B Michele is a licensed notary public and has been notarizing documents since September 1, 2021.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
04/14/2014 - Present
Wells Fargo Clearing Services, LLC (TOLEDO OH)
OH
07/17/2007 - 01/29/2009
CITIGROUP GLOBAL MARKETS INC. (TOLEDO OH)
OH
07/01/2003 - 07/26/2007
WACHOVIA SECURITIES, LLC (TOLEDO OH)
BC
Issued 08/04/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2003
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure B Fry is the right advisor for you? Invested Better is here to help.
