Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Dillon is a financial advisor with over 25 years of experience in the financial services industry. Michele has a Series 7, Series 63, and Series 65 license and is a registered investment advisor with Cetera Investment Advisers LLC. Michele has held previous positions at Raymond James & Associates, Inc., Russell Investments, and Janney Montgomery Scott LLC. Michele specializes in financial planning, portfolio management, and pension consulting. Michele works with individuals, corporations, and charitable organizations.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (Media PA)
CA
05/25/2021 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
FL
08/28/2018 - 10/12/2020
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
WA
02/11/2014 - 08/30/2018
RUSSELL INVESTMENTS FINANCIAL SERVICES, LLC (SEATTLE WA)
WA
03/03/2011 - 02/03/2014
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (SEATTLE WA)
PA
04/28/2009 - 03/09/2011
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
DE
04/03/1997 - 04/02/2009
BLACKROCK INVESTMENTS, INC. (WILMINGTON DE)
IA
Issued 02/27/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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