Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Kaye Novoth is a financial advisor with over 30 years of experience in the industry. Michele is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has previously worked for MORGAN STANLEY and SECURITIES AMERICA, INC. Michele has a strong background in financial planning and portfolio management, with experience working with individuals, businesses, and institutions. Michele is also a Registered Representative with the FINRA and is licensed to sell securities in several states.
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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
FL
06/08/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOCA RATON FL)
FL
12/03/2009 - 06/30/2016
MORGAN STANLEY (BOCA RATON FL)
FL
12/02/2005 - 12/03/2009
SECURITIES AMERICA, INC. (BOCA RATON FL)
FL
07/15/1985 - 01/19/2006
ASSET MANAGEMENT SECURITIES CORP. (BOCA RATON FL)
BOTH
Issued 02/18/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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