Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Prlich is a financial advisor at LPL Financial LLC. Michele has been working in the financial services industry since 2000 and has a wide range of experience in investments and financial planning. Michele holds licenses to provide financial advice in Connecticut, Massachusetts, and Rhode Island, and is also a registered Investment Advisor in Rhode Island. Michele has a strong understanding of the financial markets and is committed to providing personalized financial advice to her clients.
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.
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2
RI
01/27/2022 - Present
LPL Financial LLC (CRANSTON RI)
CA
06/19/2017 - 09/16/2020
CITIGROUP GLOBAL MARKETS INC. (POWAY CA)
CA
05/29/2007 - 12/31/2014
CITIGROUP GLOBAL MARKETS INC. (LA JOLLA CA)
CA
05/17/2000 - 05/29/2007
CITICORP INVESTMENT SERVICES (GLENDALE CA)
BOTH
Issued 06/19/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/04/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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