Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Thibodeau Sarna is an investment advisor representative with Beacon Pointe Advisors, LLC. Michele has been in the industry for over 30 years and has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, trusts, and charitable organizations. Michele provides a wide range of financial services, including financial planning, portfolio management, and investment consulting.
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.
Strategic management for diversified investment portfolios.
Consulting 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.
A percentage of the total value of assets under management is charged.
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2
CA
07/12/2017 - Present
Beacon Pointe Advisors, LLC (PALM DESERT CA)
CA
08/27/2010 - 07/11/2017
PURSHE KAPLAN STERLING INVESTMENTS (PALM DESERT CA)
NJ
07/30/2010 - 09/27/2010
BCG SECURITIES, INC. (CHERRY HILL NJ)
CA
03/11/2009 - 06/07/2010
CHARLES SCHWAB & CO., INC. (INDIAN WELLS CA)
NA
03/18/1993 - 10/19/1994
CANTERBURY CAPITAL SERVICES, INC.
BOTH
Issued 06/01/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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