Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Klanian is a financial advisor registered with Fidelity Personal And Workplace Advisors. Michele is currently registered in 56 states and has been in the industry since 1991. Before joining Fidelity Personal And Workplace Advisors, Michele was employed by Fidelity Investments Institutional Services Company, Inc., TIAA-CREF Individual & Institutional Services, LLC, Quest Capital Strategies, Inc., and Liberty Securities Corporation. Michele is a Series 6, 7, 9, 10, 26, 63, and 65 licensed representative.
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.
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.
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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2
MI
05/10/2022 - Present
Fidelity Personal AND Workplace Advisors (ANN ARBOR MI)
IL
06/26/2006 - 10/25/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (CHICAGO IL)
IL
06/07/2005 - 01/18/2006
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (CHICAGO IL)
CA
09/21/2004 - 05/12/2005
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
RI
03/07/2002 - 10/23/2002
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
04/04/1996 - 03/07/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NY
12/04/1992 - 10/20/1995
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
09/08/1992 - 11/03/1992
KEMPER FINANCIAL SERVICES, INC.
RI
08/20/1987 - 09/17/1991
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 10/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/20/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/25/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/18/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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