Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Vertorano is a registered representative with LPL Financial LLC and has been in the industry since November 28, 1996. Michelle is licensed to provide financial services in New York and holds the Series 7, Series 63, Series 65, and SIE licenses. Prior to joining LPL Financial LLC, Michelle was employed by KEY INVESTMENTS INC. in Cleveland, Ohio. Michelle specializes in a variety of financial services and works with a variety of clients, including high-net-worth individuals, corporations, and institutions.
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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2
NY
01/04/1999 - Present
LPL Financial LLC (AMSTERDAM NY)
OH
11/29/1996 - 01/15/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
IA
Issued 01/29/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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