Unclaimed
Michele Arsenault is an investment advisor representative with Hightower Advisors, LLC. Michele has been in the industry since 2008 and has a Series 7, Series 66 and SIE license. Michele specializes in working with individuals, high-net-worth individuals, insurance companies, charitable organizations, corporations or other businesses, pension and profit-sharing plans, and state or municipal government entities. Previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated, Cambridge Investment Research, Inc. and UBS Financial Services Inc.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
CT
11/15/2013 - Present
Hightower Advisors, LLC (MADISON CT)
CT
08/16/2011 - 11/19/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MADISON CT)
CT
01/04/2010 - 08/16/2011
CAMBRIDGE INVESTMENT RESEARCH, INC. (NORWICH CT)
CT
05/06/2008 - 11/25/2009
UBS FINANCIAL SERVICES INC. (NEW LONDON CT)
BOTH
Issued 07/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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