Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Cutrali is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Michelle has been in the industry since 2006. Michelle's previous experience includes roles with NYLIFE SECURITIES LLC, TD AMERITRADE, INC., TD WEALTH MANAGEMENT SERVICES INC., BANCNORTH INVESTMENT GROUP, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and ADVEST, INC. Michelle is registered to offer investment advice in Arizona, Colorado, Connecticut, Massachusetts, New York, and Rhode Island.
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.
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2
CT
02/22/2024 - Present
Wells Fargo Advisors Financial Network, LLC (SOUTHINGTON CT)
CT
05/01/2018 - 02/15/2024
NYLIFE SECURITIES LLC (BURLINGTON CT)
NE
12/05/2013 - 11/02/2016
TD AMERITRADE, INC. (OMAHA NE)
CT
11/17/2009 - 05/28/2010
TD WEALTH MANAGEMENT SERVICES INC. (PLANTSVILLE CT)
CT
08/28/2006 - 11/17/2009
BANCNORTH INVESTMENT GROUP, INC. (PLANTSVILLE CT)
NY
03/08/2006 - 05/09/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CT
09/12/2000 - 03/08/2006
ADVEST, INC. (HARTFORD CT)
BOTH
Issued 09/30/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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