Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Yvette Bergeron is a financial advisor with over 17 years of experience in the financial services industry. Michele is a Certified Financial Planner and holds the Series 7, 24, 63 and 66 licenses. Michele is currently registered with Lee Financial Company, LLC in Texas. Prior to joining Lee Financial Company, LLC, Michele was a financial advisor with J.P. Morgan Securities LLC and Ameriprise Financial Services, Inc.. Michele's specializations include investment advisory services, financial planning, and selection of other advisers. Michele provides investment advice to individuals, pensions, profit sharing plans, trusts, estates, charities, corporations, and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment advice to individuals, pensions, profit sharing plans, trusts, estates, charities, corporations, businesses
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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TX
03/18/2020 - Present
LEE Financial Company, LLC (Dallas TX)
TX
10/28/2013 - 08/14/2018
J.P. MORGAN SECURITIES LLC (DALLAS TX)
TX
04/19/2007 - 08/21/2009
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
TX
11/02/2006 - 04/13/2007
AMERIPRISE FINANCIAL SERVICES, INC. (PLANO TX)
TX
11/16/2001 - 09/29/2006
AMERIPRISE FINANCIAL SERVICES, INC. (DALLAS TX)
MN
11/16/2001 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 11/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/04/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2007
Series 24 - General Securities Principal Examination
BC
Issued 08/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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