Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Pemberton is a financial advisor who has been in the industry since 1989. Michele is registered with the Securities and Exchange Commission (SEC) and is currently employed by The Wealth Consulting Group. Michele holds Series 7, 63, and 65 licenses and has experience with a variety of financial products and services. Michele has a strong background in investment advisory services, as well as experience with non-variable insurance, and real estate rental. Michele is dedicated to providing clients with personalized financial advice that meets their individual needs.
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.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
CA
01/07/2025 - Present
THE Wealth Consulting Group (Rancho Mirage CA)
CA
06/18/2010 - 11/28/2017
WORLD EQUITY GROUP, INC. (PALM DESERT CA)
CA
05/09/2003 - 06/29/2010
CITIGROUP GLOBAL MARKETS INC. (PALM DESERT CA)
NY
12/12/1991 - 05/16/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
10/26/1989 - 12/05/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
01/24/1989 - 10/02/1989
F.D. ROBERTS SECURITIES, INC.
IA
Issued 01/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michele Pemberton is the right advisor for you? Invested Better is here to help.
