Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Beth Reese is a financial advisor with over 15 years of experience in the industry. Michele is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since August 2009. Michele specializes in providing financial advice to individuals, businesses, and institutions. Michele is also licensed as an Investment Advisor Representative in the state of Florida. Prior to joining Raymond James Financial Services Advisors, Inc., Michele worked at BANC OF AMERICA INVESTMENT SERVICES, INC. in Naples, Florida from October 2004 to April 2009.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
08/12/2009 - Present
Raymond James Financial Services Advisors, Inc. (CLEARWATER FL)
FL
10/12/2004 - 04/14/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NAPLES FL)
IA
Issued 03/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/24/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/17/2006
Series 4 - Registered Options Principal Examination
BC
Issued 12/12/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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