Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Jeanne Trinks is a registered representative with Wells Fargo Clearing Services, LLC. Michele has been in the securities industry since September 26, 1991. Michele is registered with the state of Connecticut and is currently licensed to sell securities in 23 states. Michele is also registered as an Investment Advisor Representative in Connecticut.
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.
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2
CT
08/10/2012 - Present
Wells Fargo Clearing Services, LLC (MYSTIC CT)
CT
05/11/1992 - 08/15/2012
PEOPLE'S SECURITIES, INC. (NORWICH CT)
NY
09/27/1991 - 05/15/1992
WALL STREET INVESTOR SERVICES (NEW YORK NY)
IA
Issued 09/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/21/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/06/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/1991
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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