Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele MacVean is a financial advisor with LPL Financial LLC. Michele is based in BROCKPORT, NY, and has been in the financial services industry since 1999. Michele has passed the Series 6, Series 63 and SIE exams. In addition to their work at LPL Financial LLC, Michele also previously worked at HSBC Securities (USA) Inc. and HSBC Brokerage (USA) Inc.
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
NY
12/15/2015 - Present
LPL Financial LLC (BROCKPORT NY)
NY
04/12/2011 - 10/07/2015
LPL FINANCIAL LLC (BROCKPORT NY)
NY
01/01/2005 - 03/28/2011
HSBC SECURITIES (USA) INC. (BROCKPORT NY)
NY
07/28/1999 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
BC
Issued 07/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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