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Michele Christine Baldasarre

Foreside Fund Services, LLC

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About Michele Christine Baldasarre

Michele Christine Baldassarre is a financial professional with over 14 years of experience in the industry. Michele is currently registered with Foreside Fund Services, LLC and holds licenses including Series 6, 7, 24, and 63. Previously, Michele was registered with GWFS Equities, Inc., MML Distributors, LLC, BlackRock Investments, Inc., and Putnam Retail Management Limited Partnership. Michele's prior experience includes roles with a focus on investment company products and variable contracts, general securities, and principal oversight.

Firm Information

Michele Baldasarre is currently registered with Foreside Fund Services, LLC. Foreside Fund Services, LLC is a Limited Liability Company formed in 1998. It is registered to conduct business in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. It has also been approved for SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

625

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Michele Baldasarre’s Registration & Firm History

NC

09/06/2022 - Present

Foreside Fund Services, LLC (Charlotte NC)

NC

01/04/2021 - 06/02/2022

GWFS EQUITIES, INC. (Mooresville NC)

NC

09/02/2015 - 01/04/2021

MML DISTRIBUTORS, LLC (Mooresville NC)

MA

11/30/2006 - 05/17/2007

BLACKROCK INVESTMENTS, INC. (BOSTON MA)

MA

06/04/1999 - 03/17/2005

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

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Licenses & Designations

BC

Issued 11/11/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/16/2016

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/02/2015

Series 7 - General Securities Representative Examination

BC

Issued 06/03/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michele Christine Baldasarre.
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