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Michele Fern Pollak

NEW Century Financial Group, LLC

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About Michele Fern Pollak

Michele Pollak is a registered investment advisor representative with over 20 years of experience in the financial services industry. Michele is currently a Vice President of Operations at New Century Financial Group, LLC. Michele has a wide range of experience working with individuals, corporations, and charitable organizations. Michele is committed to providing her clients with personalized financial advice and investment strategies tailored to their specific needs and goals. Michele is licensed to provide financial advice in New Jersey.

Firm Information

Michele Pollak is currently registered with NEW Century Financial Group, LLC. NEW Century Financial Group, LLC is an investment advisory firm based in Princeton, NJ. The firm provides financial planning, educational seminars, and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations. They have approximately $201.7 million in regulatory assets under management.
NEW Century Financial Group, LLC

ONE AIRPORT PLACE

PRINCETON, NJ 08540

$201.73M

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michele Pollak’s Registration & Firm History

NJ

08/18/2008 - Present

NEW Century Financial Group, LLC (PRINCETON NJ)

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Licenses & Designations

BOTH

Issued 07/17/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/26/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/21/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michele Fern Pollak.
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