Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Distel is a financial professional with over 10 years of experience in the industry. Michele is currently registered with Vanguard Marketing Corp. and has held previous positions with FORESIDE FUND SERVICES, LLC, AMG DISTRIBUTORS, INC., and PLANCO FINANCIAL SERVICES, LLC. Michele holds multiple licenses, including Series 6, 7, 24, 52TO, 63, and SIE.
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
PA
09/04/2019 - Present
Vanguard Marketing Corp. (MALVERN PA)
PA
04/14/2016 - 08/07/2019
FORESIDE FUND SERVICES, LLC (Philadelphia PA)
PA
11/26/2010 - 02/18/2016
AMG DISTRIBUTORS, INC. (CONSHOHOCKEN PA)
PA
05/07/2007 - 09/03/2009
PLANCO FINANCIAL SERVICES, LLC (WAYNE PA)
BC
Issued 06/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/05/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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