Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Lay is a financial advisor with Cambridge Investment Research Advisors, Inc., a firm based in Fairfield, Iowa. Michele has been in the industry since 2017. Michele has a Series 6, 7, 63, and 65 license. Michele works with a variety of clients, including individuals, high-net-worth individuals, and retirement plans. Michele specializes in financial planning, portfolio management, and retirement planning. In addition to her work with Cambridge, Michele also works as an Agent for Axiom Wealth Alliance, a financial planner for Axiom Wealth Alliance, and a Treasurer for The Crisis Center.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Solicitation fees from 3rd party money managers
1
2
CO
08/02/2023 - Present
Cambridge Investment Research Advisors, Inc. (Denver CO)
CO
04/02/2020 - 08/03/2023
EQUITABLE ADVISORS, LLC (LAKEWOOD CO)
CO
02/07/2018 - 12/05/2019
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CO
08/25/2016 - 11/14/2017
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)
IA
Issued 05/28/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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