Unclaimed
Michele Anne Fisher is a financial professional who has been in the industry since 1991. Michele is currently registered with The Leaders Group, Inc. in Littleton, CO, and has previously been registered with several other firms. Michele holds the Series 6, 26 and 63 securities licenses, and has also passed the SIE exam.
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.
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.
1
2
CO
04/01/2020 - Present
THE Leaders Group, Inc. (LITTLETON CO)
PA
05/03/2011 - 09/18/2019
GLOBAL ATLANTIC DISTRIBUTORS, LLC (BERWYN PA)
PA
07/08/2002 - 01/14/2011
DIRECTED SERVICES LLC (WEST CHESTER PA)
CT
07/29/1994 - 07/03/2002
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
OR
06/22/1993 - 07/05/1994
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
IN
08/25/1992 - 07/16/1993
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/25/1992 - 07/16/1993
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CT
01/01/1991 - 10/19/1992
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
IA
Issued 09/21/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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