Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Mcallister Peele is a financial advisor registered with Janney Montgomery Scott LLC. Michele has been in the financial services industry since July 2002 and has experience working with clients including individuals, high-net-worth individuals, corporations, pension and profit sharing plans, and charitable organizations. Michele has been registered with Janney Montgomery Scott LLC since March 2022 and prior to that was registered with Wells Fargo Clearing Services, LLC from July 2013 to April 2022. Michele is a Series 7 and Series 63 licensed financial advisor.
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.
Fee plus commission
1
2
MD
03/29/2022 - Present
Janney Montgomery Scott LLC (TOWSON MD)
MD
07/08/2013 - 04/04/2022
WELLS FARGO CLEARING SERVICES, LLC (LUTHERVILLE MD)
MD
06/09/2011 - 10/17/2011
LPL FINANCIAL LLC (COLUMBIA MD)
MD
08/20/2004 - 05/27/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALTIMORE MD)
NY
10/23/2000 - 08/30/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 08/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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