Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Thomas is a financial advisor in Lebanon, NH. Michele Thomas has been in the financial services industry since January 9, 2023. Michele Thomas is a registered representative of Wells Fargo Advisors Financial Network, LLC and is licensed in 40 states. Michele Thomas has a Series 7TO and a Series 66 license. Michele Thomas also has a SIE license. Michele Thomas has been registered with the state of New Hampshire as an investment advisor representative since July 14, 2023, and with Texas since July 14, 2023. Michele Thomas provides financial planning, pension consulting, selection of other advisers, and portfolio management for businesses and individuals.
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.
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.
Investment consulting services to institutional clients
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
NH
07/14/2023 - Present
Wells Fargo Advisors Financial Network, LLC (LEBANON NH)
NH
01/10/2023 - 07/14/2023
WELLS FARGO CLEARING SERVICES, LLC (LEBANON NH)
BOTH
Issued 03/01/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/10/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/24/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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