Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Fortney-leach is a financial advisor with over 30 years of experience in the industry. Michele is registered with The Ameriflex Group and is also a Certified Divorce Financial Analyst (CDFA). Michele specializes in financial planning, wealth management, and investment advisory services. Michele has worked with a variety of clients, including high-net-worth individuals, families, and businesses.
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.
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.
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CA
01/04/2021 - Present
THE Ameriflex Group (Westlake Village CA)
CA
10/30/2015 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WESTLAKE VILLAGE CA)
CA
02/01/2001 - 11/12/2015
LPL FINANCIAL LLC (WESTLAKE VILLAGE CA)
AZ
11/16/1998 - 02/05/2001
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
CA
07/10/1992 - 11/16/1998
UNITED PACIFIC SECURITIES, INC. (CARLSBAD CA)
CA
07/19/1991 - 07/10/1992
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
BC
Issued 07/09/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/29/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/05/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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