Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Hobart is a financial advisor with LPL Financial LLC. Michelle has been in the financial services industry since 2003. Michelle is registered with the state of Connecticut, as well as Arizona, Florida, New Jersey, New York, and South Carolina. Michelle holds the Series 7, Series 63, and Series 65 licenses. In addition to her registration with LPL Financial LLC, Michelle has previously held positions with Ameriprise Financial Services, LLC, Citizens Securities, Inc., and MetLife Securities Inc.
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.
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.
Consulting and other non-discretionary advisory services
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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CT
04/29/2024 - Present
LPL Financial LLC (FAIRFIELD CT)
CT
10/04/2019 - 05/02/2024
AMERIPRISE FINANCIAL SERVICES, LLC (Fairfield CT)
CT
06/21/2016 - 10/07/2019
CITIZENS SECURITIES, INC. (ORANGE CT)
CT
01/03/2012 - 06/30/2016
LPL FINANCIAL LLC (ORANGE CT)
CT
10/06/2010 - 02/01/2012
METLIFE SECURITIES INC. (SHELTON CT)
FL
05/02/2009 - 08/04/2009
CHASE INVESTMENT SERVICES CORP. (JUPITER FL)
FL
06/22/2007 - 05/02/2009
WAMU INVESTMENTS, INC. (JUPITER FL)
NY
11/07/2002 - 01/05/2006
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
04/09/2001 - 04/09/2002
LEBENTHAL & CO., INC. (NEW YORK NY)
NY
11/16/2000 - 04/04/2001
LADENBURG, THALMANN & CO., INC. (NEW YORK NY)
NY
06/21/2000 - 11/02/2000
NEUBERGER BERMAN, LLC (NEW YORK NY)
IA
Issued 07/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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