Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Mondiello is a financial professional with over 20 years of experience in the industry. Michele is currently registered with J.P. Morgan Securities LLC and holds licenses for Series 3, 6, 7, and 63 exams. Throughout Michele's career, Michele has held positions with several firms, including JOSEPH GUNNAR & CO. LLC, NEW TIMES SECURITIES SERVICES, INC., PRIME CHARTER LTD., D. H. BLAIR & CO., INC., and RODMAN & RENSHAW INC. Michele's experience spans across various areas, including investments, financial planning, and retirement planning.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
NY
04/22/2013 - Present
J.p. Morgan Securities LLC (HUNTINGTON STATION NY)
NY
06/07/1999 - 04/02/2001
JOSEPH GUNNAR & CO. LLC (UNIONDALE NY)
NY
03/12/1997 - 06/06/1997
NEW TIMES SECURITIES SERVICES, INC. (MELVILLE NY)
NY
12/01/1994 - 03/01/1995
PRIME CHARTER LTD. (NEW YORK NY)
NY
03/26/1992 - 12/07/1994
D. H. BLAIR & CO., INC. (NEW YORK NY)
IL
10/11/1990 - 04/15/1991
RODMAN & RENSHAW INC. (CHICAGO IL)
BC
Issued 04/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
BC
Issued 04/07/1987
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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