Unclaimed
Michele Cilurzo is a financial advisor with over 20 years of experience in the industry. Michele is currently registered with Fidelity Brokerage Services LLC. Before joining Fidelity Brokerage Services LLC, Michele was with GWFS EQUITIES, INC., TRANSAMERICA INVESTORS SECURITIES CORPORATION, EDWARD JONES and ADP BROKER-DEALER, INC.. Michele is registered with the state of Rhode Island and in 53 other states across the country.
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.
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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2
RI
04/11/2022 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
TN
10/14/2015 - 03/14/2022
GWFS EQUITIES, INC. (NASHVILLE TN)
NY
04/12/2011 - 09/30/2015
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
MO
09/23/2008 - 02/25/2011
EDWARD JONES (ST LOUIS MO)
NJ
07/17/2006 - 04/24/2008
ADP BROKER-DEALER, INC. (ROSELAND NJ)
RI
08/21/1998 - 11/03/2005
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 04/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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