Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Sharpe Schneider is a financial advisor with over 30 years of experience in the industry. Michele is registered with LPL Financial LLC and has a Series 7, Series 63, and Series 65 licenses. Michele is a Certified Financial Planner and has a strong track record of helping clients reach their financial goals. Michele has previously worked with Woodbury Financial Services, Inc., UBS Financial Services Inc., Smith Barney Shearson Inc., Lehman Brothers Inc., and E.F. Hutton & Company Inc. Michele provides financial planning, portfolio management, and consulting 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.
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
FL
01/23/2024 - Present
LPL Financial LLC (INDIAN HARBOUR BEACH FL)
FL
12/08/2006 - 04/04/2019
WOODBURY FINANCIAL SERVICES, INC. (SATELLITE BEACH FL)
FL
03/10/1994 - 01/05/2007
UBS FINANCIAL SERVICES INC. (MELBOURNE FL)
NY
07/31/1993 - 03/09/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
02/15/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
04/25/1986 - 02/15/1988
E. F. HUTTON & COMPANY INC
IA
Issued 07/24/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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