Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Wilck is a financial advisor with LPL Financial LLC. Michele has been in the financial services industry since 1992. Michele has a strong track record of providing investment advice and financial planning 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.
Consulting and other non-discretionary advisory services
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.
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2
NY
02/14/2018 - Present
LPL Financial LLC (NEWARK NY)
NY
07/18/2012 - 02/14/2018
INVEST FINANCIAL CORPORATION (CLIFTON SPRINGS NY)
NY
01/01/2005 - 07/18/2012
HSBC SECURITIES (USA) INC. (AVON NY)
NY
02/28/1997 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NY
03/02/1992 - 02/28/1997
MONY SECURITIES CORP. (NEW YORK NY)
IA
Issued 12/12/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/30/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/19/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/28/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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