Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele McCallion is a financial advisor with UBS Financial Services Inc. Michele has been in the industry since 1987 and has experience working with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Goldman, Sachs & Co. Michele is registered to provide investment advice in 48 states and has a strong track record of helping clients achieve their financial goals. Michele specializes in providing financial planning, portfolio management, and retirement planning services to individuals, families, and businesses.
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.
See schedule d - miscellaneous
1
2
CT
08/27/2019 - Present
UBS Financial Services Inc. (Greenwich CT)
CT
07/02/1999 - 08/28/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENWICH CT)
NY
11/16/1990 - 07/20/1999
GOLDMAN, SACHS & CO. (NEW YORK NY)
NA
07/25/1986 - 08/10/1987
WALSH, GREENWOOD & CO.
NA
07/26/1984 - 07/10/1986
S. B. CANTOR & CO., INC.
IA
Issued 10/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/04/1991
Series 15 - Foreign Currency Options Examination
BC
Issued 03/01/1991
Series 5 - Interest Rate Options Examination
BC
Issued 02/04/1991
Series 3 - National Commodity Futures Examination
BC
Issued 07/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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