Unclaimed
Michele Cahayla is a financial advisor with over 24 years of experience in the financial services industry. Michele is registered as a registered representative and investment advisor representative in New Jersey and South Carolina. Michele has a variety of licenses and certifications, including Series 6, 7, 24, 26, 51, 63, and 65. Michele is currently employed by LPL Enterprise, LLC, a firm that offers a variety of financial services including investment management, financial planning, and retirement planning.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
SC
10/09/2024 - Present
LPL Enterprise, LLC (FORT MILL SC)
BC
Issued 08/17/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/2017
Series 24 - General Securities Principal Examination
BC
Issued 09/29/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/06/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/01/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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