Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Dungworth is an active representative of Equity Services, Inc. based in MONTPELIER, VT. Michele has been working in the financial industry for over 10 years. Michele has Series 7TO, Series 6, Series 26 and Series 24 licenses. Michele is affiliated with Equity Services, Inc. which is a registered broker-dealer and investment adviser that offers investment advisory services, such as portfolio management for individuals and businesses, as well as financial planning.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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VT
05/05/2015 - Present
Equity Services, Inc. (MONTPELIER VT)
MN
11/11/2010 - 05/06/2015
ALLIANZ LIFE FINANCIAL SERVICES, LLC (GOLDEN VALLEY MN)
BC
Issued 08/13/2021
Series 24 - General Securities Principal Examination
BC
Issued 04/12/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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