Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Geralyn McMahon is a financial professional with over 27 years of experience in the financial services industry. Michele is currently registered with Wells Fargo Clearing Services, LLC, as a Registered Representative in New Jersey and Texas. Prior to that, Michele worked at Prudential Securities Incorporated and Dean Witter Reynolds Inc. Michele specializes in providing investment advisory services, financial planning, and portfolio management for individual and business clients.
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
NJ
12/05/2016 - Present
Wells Fargo Clearing Services, LLC (RED BANK NJ)
NY
06/19/1996 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
08/16/1995 - 07/11/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 05/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/27/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/15/1995
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
Not sure Michele McMahon is the right advisor for you? Invested Better is here to help.
