Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Lipschultz is a financial advisor registered with Park Avenue Securities LLC, with offices in Bethlehem, Pennsylvania and Appleton, Wisconsin. Michele has been in the industry since 1998 and is currently registered in Wisconsin. Michele specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension plans. Michele is also registered to offer investment advisory services in Wisconsin. In addition to Michele's work as a financial advisor, Michele is involved in other business activities, including selling fashion items through a Poshmark account.
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.
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2
PA
01/18/2023 - Present
Park Avenue Securities LLC (BETHLEHEM PA)
IL
09/21/2021 - 12/14/2022
HORACE MANN INVESTORS, INC. (SPRINGFIELD IL)
WI
03/11/1998 - 03/31/2021
THRIVENT INVESTMENT MANAGEMENT INC. (APPLETON WI)
BOTH
Issued 03/07/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/25/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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