Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Turk is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc., registered in 31 states. Michele has been in the financial industry since 2003 and previously worked for UVEST FINANCIAL SERVICES GROUP, INC., KEY INVESTMENT SERVICES LLC, and MCDONALD INVESTMENTS INC. Michele holds Series 6, 7, 63, and 66 licenses. Michele is an active advisor and works with a range of clients including individuals, families, corporations, institutions and high net worth 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
09/09/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (JAMESTOWN NY)
NY
05/07/2009 - 01/13/2010
UVEST FINANCIAL SERVICES GROUP, INC. (JAMESTOWN NY)
NY
01/18/2006 - 07/05/2007
KEY INVESTMENT SERVICES LLC (HAMBURG NY)
OH
05/06/2003 - 01/18/2006
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
BOTH
Issued 03/15/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/16/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/05/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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