Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carmela? Claim Your ProfileCarmela Patricia Michaels has been in the financial services industry since June 22, 1987. Carmela is currently registered with LPL Financial LLC in Manchester, NJ and is licensed to provide financial services in multiple states, including Texas, New York, California, and Florida. Carmela has a proven track record of providing investment advisory services to individuals, families, and businesses. Carmela previously held positions with Santander Securities LLC, IFMG Securities, Inc., Marketing One Securities, Inc., and C.J.M. Planning Corp.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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
NJ
02/22/2023 - Present
LPL Financial LLC (MANCHESTER NJ)
NJ
09/19/2012 - 02/17/2023
SANTANDER SECURITIES LLC (Manchester NJ)
NJ
05/27/2008 - 09/19/2012
LPL FINANCIAL LLC (TOMS RIVER NJ)
NJ
10/01/1999 - 05/27/2008
IFMG SECURITIES, INC. (TOMS RIVER NJ)
OR
09/01/1993 - 10/01/1999
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NJ
03/23/1992 - 03/08/1993
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
NY
09/01/1987 - 05/16/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
NA
02/21/1985 - 09/03/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BOTH
Issued 04/01/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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