Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele De George is a financial advisor with over 20 years of experience. Michele is registered with LPL Financial LLC and has been in the industry since 2000. Michele has a wide range of experience in the financial services industry, including work with Waddell & Reed, Ameriprise Financial Services, and Wells Fargo Advisors. Michele is dedicated to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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CA
07/21/2021 - Present
LPL Financial LLC (VACAVILLE CA)
CA
03/19/2020 - 07/21/2021
WADDELL & REED (VACAVILLE CA)
CA
09/29/2011 - 03/24/2020
AMERIPRISE FINANCIAL SERVICES, LLC (GOLD RIVER CA)
CA
11/16/2007 - 09/29/2011
WELLS FARGO ADVISORS, LLC (SACRAMENTO CA)
CA
08/25/2006 - 11/19/2007
WELLS FARGO INVESTMENTS, LLC (FAIRFIELD CA)
CA
08/15/2005 - 05/19/2006
U.S. BANCORP INVESTMENTS, INC. (CONCORD CA)
MO
11/17/2003 - 06/02/2005
EDWARD JONES (ST. LOUIS MO)
MN
07/27/2001 - 11/17/2003
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MN
05/05/2000 - 08/02/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
BOTH
Issued 08/05/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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