Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Lynn Girgenti is a financial advisor with UBS Financial Services Inc. in Mt. Laurel, NJ. Michele has over 20 years of experience in the financial industry. Michele has passed Series 63, 66, 7, 11, and SIE exams. Michele holds active registrations in Delaware, Florida, Maryland, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia.
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.
See schedule d - miscellaneous
1
2
NJ
03/16/2022 - Present
UBS Financial Services Inc. (MT. LAUREL NJ)
NH
11/16/2021 - 03/11/2022
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
NJ
01/01/2008 - 04/07/2020
WELLS FARGO CLEARING SERVICES, LLC (MARLTON NJ)
NJ
11/27/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MARLTON NJ)
NJ
03/15/2006 - 12/05/2007
EDWARD JONES (WOODBURY NJ)
PA
11/17/2000 - 05/05/2004
COMMERCE CAPITAL MARKETS, INC. (PHILADELPHIA PA)
BOTH
Issued 11/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/16/2000
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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