Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Marie Verlinden is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Michele has been in the financial services industry since 1987. Michele holds Series 7, Series 63, and Series 66 securities licenses. Michele is registered in 34 states as a broker. She is also a registered investment advisor in Michigan and Texas. Michele is an active advisor with a strong track record in providing a variety of investment services to clients. Previously, Michele worked for PaineWebber Incorporated, Charles Schwab & Co., Inc., Independence One Brokerage Services, Inc., and Lehman Brothers 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MI
12/06/2000 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FARMINGTON HILLS MI)
NJ
03/01/1996 - 07/10/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
TX
10/12/1993 - 12/22/1995
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MI
09/16/1991 - 10/19/1993
INDEPENDENCE ONE BROKERAGE SERVICES, INC. (FARMINGTON HILLS MI)
NY
05/31/1988 - 09/07/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
11/21/1986 - 03/15/1988
OBERWEIS SECURITIES, INC.
BOTH
Issued 08/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michele Verlinden is the right advisor for you? Invested Better is here to help.
