Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Manfredi is a financial advisor with Fidelity Personal And Workplace Advisors. Michele has over 10 years of experience in the financial services industry. Michele is registered to provide investment advice in 52 states and the District of Columbia. Prior to joining Fidelity, Michele was a financial advisor with PNC Investments and BMO Harris Financial Advisors, Inc. Michele specializes in providing financial planning, portfolio management for individuals and businesses, and educational seminars. Michele is also a registered representative of Fidelity Brokerage Services LLC.
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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
07/29/2021 - Present
Fidelity Personal AND Workplace Advisors (PINGREE GROVE IL)
IL
10/19/2018 - 03/10/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (BATAVIA IL)
IL
06/24/2015 - 11/01/2018
PNC INVESTMENTS (ST CHARLES IL)
IL
10/01/2012 - 11/12/2014
J.P. MORGAN SECURITIES LLC (CARPENTERSVILLE IL)
IL
05/04/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (CARPENTERSVILLE IL)
BOTH
Issued 07/07/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/01/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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