Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Elaina Wintersteen is a financial advisor at LPL Financial LLC. Michele has been in the industry for over 20 years, and is licensed to sell securities in California and Pennsylvania. Michele has held previous roles with TD Ameritrade, Inc. and Vision. Michele specializes in financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars. Michele is also licensed to provide other non-discretionary advisory services.
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.
1
2
PA
06/10/2021 - Present
LPL Financial LLC (LANSDALE PA)
CA
11/08/2018 - 04/09/2021
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
03/02/2009 - 09/07/2018
TD AMERITRADE, INC. (CARLSBAD CA)
CT
07/16/2007 - 02/18/2009
VISION (STAMFORD CT)
PA
01/24/2000 - 07/16/2007
BROOKSTREET SECURITIES CORPORATION (SCHWENKSVILLE PA)
BOTH
Issued 12/21/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2001
Series 7 - General Securities Representative Examination
BC
Issued 01/22/2000
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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