Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Levrant Bernstein has been in the industry since 1997. Michele is currently registered with TD Securities (usa) LLC and Cowen AND Co.. Michele has worked for a variety of firms throughout her career including Keefe, Bruyette & Woods, Inc., BANC OF AMERICA SECURITIES LLC, J.P. MORGAN SECURITIES INC., Chase Securities Inc., HAMBRECHT & QUIST LLC, NATIONSBANC MONTGOMERY SECURITIES LLC, Montgomery Securities, and S.G. WARBURG & CO. INC. Michele holds the Series 16 exam.
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.
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.
1
2
NY
03/06/2024 - Present
TD Securities (usa) LLC (New York NY)
NY
11/17/2009 - 09/01/2011
KEEFE, BRUYETTE & WOODS, INC. (NEW YORK NY)
NY
04/19/2001 - 10/07/2009
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
05/01/2001 - 05/04/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
02/05/2001 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
02/01/2000 - 02/05/2001
CHASE SECURITIES INC. (NEW YORK NY)
CA
10/13/1998 - 02/01/2000
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
NY
10/07/1997 - 10/07/1998
NATIONSBANC MONTGOMERY SECURITIES LLC (NEW YORK NY)
CA
09/19/1997 - 10/01/1997
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
NY
10/27/1995 - 01/05/1996
S.G. WARBURG & CO. INC. (NEW YORK NY)
BC
Issued 10/25/1995
Series 16 - NYSE Supervisory Analyst Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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