Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Fasanello is a Registered Investment Advisor Representative at Waverly Advisors, LLC, which is located in Birmingham, Alabama. Michele has been in the financial services industry since May 2019 and previously worked for Stonex Financial Inc., a company that is no longer in scope. Michele is registered in Alabama. Michele specializes in advising individuals, corporations, charitable organizations, and pooled investment vehicles. Michele's firm, Waverly Advisors, LLC, manages assets for high-net-worth individuals, pension and profit-sharing plans, individuals other than high-net-worth, and charitable organizations. They offer advisory services such as financial planning, portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and selection of other advisers.
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.
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.
1
2
AL
12/09/2024 - Present
Waverly Advisors, LLC (BIRMINGHAM AL)
AL
06/27/2019 - 03/24/2021
STONEX FINANCIAL INC. (BIRMINGHAM AL)
IA
Issued 07/13/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2019
Series 99TO - Operations Professional Examination
BC
Issued 06/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Michele Fasanello is the right advisor for you? Invested Better is here to help.
