Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Cleary is a Registered Representative and Investment Advisor Representative associated with Cannell & Spears LLC. Michele is licensed in New Jersey, New York. Michele has been in the financial industry since 2017 and has a Series 6, Series 63, and SIE license. Michele has experience with high-net-worth individuals, investment companies, charitable organizations, corporations, and pooled investment vehicles. Michele's firm offers financial planning, portfolio management, and selection of other advisors. Michele has an extensive background with financial planning, and portfolio management of individuals, businesses, investment companies, and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
Review of asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
07/19/2021 - Present
Cannell & Spears LLC (NEW YORK NY)
BC
Issued 02/21/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/14/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michele Cleary is the right advisor for you? Invested Better is here to help.
