Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Kief is a financial advisor at Wells Fargo Clearing Services, LLC, with over 25 years of experience in the financial industry. Michele has a wide range of experience, working with clients of all types including individuals, families, businesses, and institutions. Michele's experience and expertise allows her to provide a wide range of financial services, including investment management, financial planning, and retirement planning. Prior to joining Wells Fargo, Michele was a financial advisor at Dean Witter Reynolds Inc. in Purchase, NY. Michele is licensed in multiple states and holds a variety of industry certifications.
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.
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.
Investment consulting services to institutional clients
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
FL
09/09/2011 - Present
Wells Fargo Clearing Services, LLC (NAPLES FL)
NY
05/30/1997 - 10/20/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 06/13/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 05/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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