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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Cicciari is a financial advisor with over 20 years of experience in the industry. Michele is currently registered with Wells Fargo Clearing Services, LLC and has been with the firm since 2008. Michele has held a Series 7, Series 10, Series 3, and Series 66 license for many years. Michele has a strong track record of providing financial advice to individuals, families, and businesses. Michele provides a variety of services, including financial planning, investment management, and retirement planning. Michele has a strong commitment to providing personalized service to each of Michele's clients. Michele is a Certified Financial Planner and has a deep understanding of the financial markets. Michele is committed to helping Michele's clients achieve their financial goals. Michele is a valuable resource for anyone seeking financial advice.
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.
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.
Investment consulting services to institutional clients
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
OH
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (AKRON OH)
OH
10/06/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FAIRLAWN OH)
BOTH
Issued 10/10/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/09/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2005
Series 3 - National Commodity Futures Examination
BC
Issued 10/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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