Unclaimed
Michele Lee Fine is a registered investment advisor representative with Park Avenue Securities LLC. Michele Lee Fine has been in the securities industry since 2004. Michele Lee Fine has passed the Series 7, Series 63, Series 65, and SIE exams. Michele Lee Fine is registered to provide investment advisory services in 20 states. Michele Lee Fine also provides financial planning services and conducts educational seminars.
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.
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
NY
09/09/2021 - Present
Park Avenue Securities LLC (NEW YORK NY)
IA
Issued 09/17/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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