Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Conte is a financial advisor with over 40 years of experience in the industry. Michele is currently registered with Commonwealth Financial Network and has been with the firm since August 1998. Michele has worked at various firms throughout her career, including American Express Financial Advisors Inc., IDS Life Insurance Company, IDS Securities Corp., and IDS Financial Services Inc. Michele is licensed to sell securities in Alaska, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Idaho, Indiana, Massachusetts, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia and Wisconsin. Michele provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and publication of periodicals.
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.
1
2
NY
06/29/2021 - Present
Commonwealth Financial Network (SYRACUSE NY)
MN
08/13/1979 - 08/27/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/13/1979 - 08/27/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
07/10/1986 - 12/24/1986
IDS SECURITIES CORP.
NA
08/13/1979 - 12/24/1986
IDS FINANCIAL SERVICES INC.
IA
Issued 09/30/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 08/03/1979
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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