Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Wyatt is a financial advisor with over 25 years of experience in the financial services industry. Michele is currently registered with Fisher Investments in Connecticut and Texas. Michele has held previous roles with several other firms including TRANSAMERICA INVESTORS SECURITIES CORPORATION, HARTFORD EQUITY SALES COMPANY INC., HARVEST CAPITAL LLC, GOLDK INVESTMENT SERVICES, INC, and AMERICAN SKANDIA MARKETING, INC. Michele has passed several industry exams including Series 6, Series 63, and SIE. Michele specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CT
10/16/2024 - Present
Fisher Investments (Southbury CT)
NY
03/18/2009 - 01/07/2014
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
CT
03/29/2004 - 12/11/2007
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
CT
06/12/2003 - 03/12/2004
HARVEST CAPITAL LLC (WETHERSFIELD CT)
MA
02/07/2001 - 08/14/2002
GOLDK INVESTMENT SERVICES, INC (BOSTON MA)
CT
03/17/1994 - 04/25/2000
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
BC
Issued 01/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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