Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele E. Tremblay is a financial advisor with Avantax Advisory Services. Michele has been in the financial services industry since 2002 and has a wide range of experience in providing financial advice to individuals and families. Michele has a strong understanding of investment strategies and is committed to helping clients achieve their financial goals. In addition to her work with Avantax Advisory Services, Michele is also a CPA and has over 30 years of experience in the accounting field.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
FL
08/23/2024 - Present
Avantax Advisory Services (SARASOTA FL)
FL
05/15/2009 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (SARASOTA FL)
MD
01/14/2003 - 05/27/2009
PARK AVENUE SECURITIES LLC (TIMONIUM MD)
CT
09/27/2001 - 07/31/2002
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
BOTH
Issued 11/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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