Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Catherine Milan is a financial advisor with over 20 years of experience in the industry. Michele is currently registered with LPL Financial LLC and has been with the firm since June 2021. Prior to that, Michele worked with M&T Securities, Inc. from May 2009 to June 2021. Michele has a strong background in investment company products and variable contracts. Michele's experience, knowledge, and commitment to providing quality service are an asset to any investor.
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.
Consulting and other non-discretionary advisory services
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.
1
2
MD
06/09/2021 - Present
LPL Financial LLC (GLEN BURNIE MD)
MD
05/22/2009 - 06/09/2021
M&T SECURITIES, INC. (GLEN BURNIE MD)
MD
07/01/2003 - 05/28/2009
UVEST FINANCIAL SERVICES GROUP, INC. (BALTIMORE MD)
CA
08/24/2000 - 07/01/2003
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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