Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Valerie Poirier is an investment advisor representative at TIAA-CREF Individual & Institutional Services, LLC, a firm with a long history of serving individuals and institutions. Michele has been in the financial services industry since 1987, and holds a Series 7, Series 63, and Series 66 license. Michele's experience spans multiple firms including LPL Financial, SII Investments, Morgan Stanley, Citigroup Global Markets, Wachovia Securities, Salomon Smith Barney, U.S. Bancorp Investments, Paine Webber, Kemper Securities, Women Securities International, and Dean Witter Reynolds. Michele is registered to provide advisory services in a wide range of states.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CO
10/11/2019 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
02/14/2018 - 06/11/2019
LPL FINANCIAL LLC (DENVER CO)
CO
05/23/2013 - 02/14/2018
SII INVESTMENTS, INC. (DENVER CO)
CO
06/01/2009 - 04/16/2013
MORGAN STANLEY (DENVER CO)
CO
05/20/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DENVER CO)
MO
08/05/2002 - 05/11/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
11/24/1998 - 06/14/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
MN
01/09/1995 - 10/29/1998
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
NJ
05/24/1991 - 01/08/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MO
10/16/1990 - 06/13/1991
KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)
CO
06/04/1990 - 10/09/1990
WOMEN SECURITIES INTERNATIONAL (LITTLETON CO)
NY
02/16/1989 - 04/23/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
09/24/1987 - 01/23/1989
DEAN WITTER REYNOLDS INC.
BOTH
Issued 02/23/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michele Poirier is the right advisor for you? Invested Better is here to help.
