Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Joi Delsordo is a financial advisor with over 10 years of experience in the industry. Michele Joi currently works at J. W. Cole Advisors, Inc., a firm with over 400 employees that manages over $5 billion in assets. Michele Joi specializes in providing financial planning, portfolio management, and hourly & fixed rate consulting services to a wide range of clients, including individuals, corporations, and charitable organizations. Michele Joi is registered in Florida and Kansas and has passed the Series 7, 66, 52TO, 53 and 24 exams.
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.
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 consulting
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.
A percentage of the total value of assets under management is charged.
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2
FL
12/22/2020 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
FL
10/21/2016 - 12/09/2020
LPL FINANCIAL LLC (TAMPA FL)
FL
06/29/2012 - 10/14/2016
PRINCIPAL SECURITIES, INC. (Tampa FL)
FL
06/02/2009 - 10/18/2011
AXA ADVISORS, LLC (TAMPA FL)
BOTH
Issued 06/24/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/20/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/21/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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