Unclaimed
Michele Wieber is a financial advisor with Raymond James Financial Services Advisors, Inc. Michele has been working in the financial industry since 2009 and has experience with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Raymond James Financial Services, Inc. Michele offers financial planning and investment management services for individuals, businesses, and pension plans. Michele is also licensed to provide investment advisory services in Tennessee.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TN
01/18/2019 - Present
Raymond James Financial Services Advisors, Inc. (CLARKSVILLE TN)
TN
04/26/2012 - 04/18/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLARKSVILLE TN)
TN
12/16/2009 - 06/20/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (CLARKSVILLE TN)
BOTH
Issued 03/23/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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