Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Prell is an experienced financial advisor who has been working in the industry since December 2010. Michele is registered as a Registered Representative (RR) and Investment Advisor Representative (IAR) in Nebraska. Currently, Michele is affiliated with Commonwealth Financial Network, a well-established firm with a strong reputation in the financial services industry. Prior to that, Michele worked with several other firms including MSEC, LLC, COR CLEARING LLC, Fidelity Brokerage Services LLC, and Northern Lights Distributors, LLC. Throughout her career, Michele has gained a broad understanding of financial markets and investment strategies, demonstrated by her certifications and licenses, which include Series 7, Series 6, Series 63 and Series 65. Michele also holds the Certified Financial Planner (CFP) designation. In addition to their expertise in financial planning, Michele also provides investment management services for individuals, businesses and retirement plans.
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.
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
NE
08/20/2024 - Present
Commonwealth Financial Network (NORFOLK NE)
NE
02/06/2018 - 08/19/2024
MSEC, LLC (OMAHA NE)
NE
04/21/2016 - 01/23/2018
COR CLEARING LLC (OMAHA NE)
NE
07/15/2015 - 04/18/2016
FIDELITY BROKERAGE SERVICES LLC (OMAHA NE)
NE
12/01/2010 - 07/06/2015
NORTHERN LIGHTS DISTRIBUTORS, LLC (OMAHA NE)
BC
Issued 07/21/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/19/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2014
Series 7 - General Securities Representative Examination
BC
Issued 11/30/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michele Prell is the right advisor for you? Invested Better is here to help.
