Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Sheridan is a financial advisor at Robert W. Baird & Co. Inc. in New Hartford, NY. Michele has been in the financial services industry since 1994. She is registered with the state of New York and holds the Series 63, Series 65, Series 7 and SIE licenses. Michele specializes in investment advisory services for a variety of clients including high net worth individuals, corporations, investment companies, pension plans and charities.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
NY
12/10/2018 - Present
Robert W. Baird & Co. Inc. (New Hartford NY)
NY
07/12/1994 - 12/13/2018
M. GRIFFITH INVESTMENT SERVICES, INC. (NEW HARTFORD NY)
IA
Issued 03/07/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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