Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Cisario is a registered representative with Raymond James & Associates, Inc. located in Boise, Idaho. Michele has been in the industry since 1992. Michele has held positions at several firms, including Morgan Stanley, Citigroup Global Markets Inc., and PaineWebber Incorporated. Michele is licensed to sell securities in Idaho.
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.
Please see note in schedule d - miscellaneous
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.
1
2
ID
08/15/2016 - Present
Raymond James & Associates, Inc. (Boise ID)
ID
05/06/2011 - 09/15/2016
MORGAN STANLEY (BOISE ID)
ID
06/01/2009 - 11/12/2010
MORGAN STANLEY SMITH BARNEY (BOISE ID)
ID
07/28/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOISE ID)
ID
09/09/1994 - 07/25/2006
MORGAN STANLEY DW INC. (BOISE ID)
NJ
05/25/1993 - 10/20/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
03/03/1993 - 05/18/1993
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NY
01/24/1992 - 02/18/1993
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
BOTH
Issued 07/31/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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