Unclaimed
Michele Marie Laws is a financial advisor with Portside Wealth Group, LLC. Michele has over 20 years of experience in the financial services industry. Michele is licensed to provide financial advice in Illinois and Texas. Michele's expertise includes financial planning, portfolio management for individuals and businesses, and pension consulting. Michele holds the Series 6, 7, 63, and 65 licenses. Michele is a member of the NACVA Litigation Forensic Board.
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.
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2
IL
02/20/2024 - Present
Portside Wealth Group, LLC (Swansea IL)
IL
02/28/2019 - 12/31/2021
DFPG INVESTMENTS, LLC (SWANSEA IL)
IL
10/31/2017 - 03/28/2019
ALLEGIS INVESTMENT SERVICES, LLC (O Fallon IL)
IL
01/07/2013 - 10/31/2017
NATIONAL PLANNING CORPORATION (O'FALLON IL)
MO
04/06/2009 - 09/06/2012
ONEAMERICA SECURITIES, INC. (ST LOUIS MO)
IL
09/19/2001 - 07/20/2007
METLIFE SECURITIES INC. (EDWARDSVILLE IL)
IL
09/19/2001 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (EDWARDSVILLE IL)
MA
05/16/2001 - 12/20/2001
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 04/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/15/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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