Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Weiss is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Michele has been working in the financial industry since January 9, 2020. Michele is licensed to provide investment advice in California, Massachusetts, New York, and Washington. Michele specializes in providing financial planning, investment advice, and educational seminars to individuals, corporations, and retirement plans. Michele has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
WA
02/07/2024 - Present
Fidelity Personal AND Workplace Advisors (REDMOND WA)
CA
09/25/2020 - 05/17/2023
MML INVESTORS SERVICES, LLC (WALNUT CREEK CA)
CA
12/04/2019 - 09/22/2020
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SAN FRANCISCO CA)
BOTH
Issued 01/11/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/03/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Michele Weiss is the right advisor for you? Invested Better is here to help.
