Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Molitor is a financial advisor with Commonwealth Financial Network, with over 16 years of experience in the industry. Michele holds Series 7, 63 and 65 licenses and is registered to provide investment advice in Connecticut. Previously, Michele was affiliated with WELLS FARGO CLEARING SERVICES, LLC and BANC OF AMERICA INVESTMENT SERVICES, INC.. Michele specializes in working with individuals, high net worth individuals, corporations, charitable organizations, pension and profit sharing plans, and state or municipal government entities.
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.
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2
CT
04/23/2021 - Present
Commonwealth Financial Network (Southington CT)
CT
03/27/2009 - 04/14/2021
WELLS FARGO CLEARING SERVICES, LLC (PLANTSVILLE CT)
CT
04/01/2005 - 03/30/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (BRISTOL CT)
IA
Issued 04/19/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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