Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Medugno is a financial advisor with Voya Financial Advisors, Inc. Michele has been in the financial services industry since 2003. Michele holds Series 6, 7, 63 and 65 licenses as well as the SIE exam. Michele has been registered with Voya Financial Advisors, Inc. since 2011. Michele is registered to provide investment advice in Arizona, Arkansas, California, Hawaii, Idaho, Kansas, Mississippi, Missouri, Nevada, Ohio, Oregon, Tennessee, Texas, Utah and Washington. Michele has been involved with ING FINANCIAL ADVISERS, LLC previously. Michele provides financial planning, educational seminars and selection of other advisers services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
02/22/2019 - Present
Voya Financial Advisors, Inc. (LA MESA CA)
CA
01/20/2003 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (LA MESA CA)
IA
Issued 05/14/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/18/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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