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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Giroux is a financial advisor with over 30 years of experience in the financial services industry. Michele is currently registered with Commonwealth Financial Network and has been with the firm since January 1999. Previously, Michele worked at Aetna Investment Services, Inc., Aetna Life Insurance and Annuity Company, and Aetna Capital Management, Inc.. Michele is a Certified Financial Planner™ and holds the Series 6, 7, 26, 63, and 65 licenses. Michele specializes in financial planning, portfolio management, and retirement planning for individuals, families, and businesses. Michele is committed to providing her clients with personalized financial advice and strategies to help them achieve their financial goals.
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
ME
01/07/2003 - Present
Commonwealth Financial Network (Portland ME)
CT
10/15/1993 - 01/27/1999
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CT
09/26/1988 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
CT
09/05/1991 - 01/23/1992
AETNA CAPITAL MANAGEMENT, INC. (HARTFORD CT)
IA
Issued 11/06/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/1991
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/23/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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