Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Tormey-fornabai is a registered representative with Wells Fargo Clearing Services, LLC. Michele has been in the industry since 2009 and has been with Wells Fargo Clearing Services, LLC since 2015. Michele specializes in providing investment advice and financial planning services to individuals and businesses. Michele holds a Series 7, 63, and 66 license, and the SIE exam. Michele is registered to provide investment advisory services in Alabama, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Maine, Maryland, Massachusetts, Michigan, Nebraska, Nevada, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Tennessee, Vermont, Virginia and Washington.
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.
1
2
NJ
06/02/2015 - Present
Wells Fargo Clearing Services, LLC (TOMS RIVER NJ)
NJ
02/21/2013 - 10/16/2013
J.P. MORGAN SECURITIES LLC (FREEHOLD NJ)
NY
04/24/2007 - 09/12/2012
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BOTH
Issued 03/20/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2007
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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