Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Lyford Sine is a registered Investment Advisor Representative with Impactadvisor LLC. Michele has a California Real Estate Sales License and is an Agent with Berkshire Hathaway HomeServices Drysdale Properties. Michele has been in the financial services industry since 1996 and has a wide range of experience in the financial services industry. Michele's professional experience includes roles with FORESIDE FUNDS DISTRIBUTORS LLC, CITICORP INVESTMENT SERVICES, and MONTGOMERY SECURITIES.
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.
Valuation analysis
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.
Advisory fee on alternative investments, e.g real estate
1
2
CA
04/05/2016 - Present
Impactadvisor LLC (SF CA)
CA
02/24/2014 - 03/11/2015
FORESIDE FUNDS DISTRIBUTORS LLC (GREENBRAE CA)
NY
05/08/1998 - 06/22/1998
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
CA
02/23/1996 - 06/09/1997
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
IA
Issued 06/24/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2015
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Michele Sine is the right advisor for you? Invested Better is here to help.
