Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Ann Tutoli is a financial professional with over 20 years of experience in the industry. Michele is currently registered as a Registered Representative and Investment Advisor Representative with Avantax Advisory Services. Previously, Michele was registered with 1st Global Capital Corp. and Woodbury Financial Services, Inc. Michele holds a Series 7, Series 66, and SIE license. Michele has worked in the financial services industry since 2002 and is licensed to practice in 24 states.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
CA
02/01/2024 - Present
Avantax Advisory Services (SAN DIEGO CA)
CA
10/18/2002 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (SAN DIEGO CA)
MN
05/13/2002 - 10/21/2002
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
BOTH
Issued 04/20/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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