Unclaimed
Michelle Mayes is an investment advisor representative at Sage, Rutty & CO., Inc. Michelle has been in the industry since July 22, 2008. Michelle has a Series 11 license. Michelle specializes in providing financial planning, educational seminars, and publication of periodicals. Michelle is registered with FINRA and has been with the firm since July 23, 2008. Michelle has over 6900 clients with assets under management exceeding 2.4 billion dollars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NY
07/23/2008 - Present
Sage, Rutty & CO., Inc. (ROCHESTER NY)
BC
Issued 06/10/2008
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
F
FINRA
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