Unclaimed
Michele Rene Stiff is a financial advisor with Sanctuary Advisors, LLC, a firm based in Indianapolis. Michele has been in the financial services industry since 1995. Michele is registered to provide investment advice in Indiana and Texas.
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.
A percentage of the total value of assets under management is charged.
1
2
IN
04/12/2019 - Present
Sanctuary Advisors, LLC (INDIANAPOLIS IN)
IN
07/30/2010 - 04/17/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIANAPOLIS IN)
IN
11/27/1995 - 08/16/2010
UBS FINANCIAL SERVICES INC. (INDIANAPOLIS IN)
BOTH
Issued 01/19/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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