Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Rossi-weida is a financial advisor with LPL Financial LLC. Michelle has been working in the financial services industry since 1995 and holds various securities licenses and registrations. Michelle has experience working with individuals, corporations, and institutions. Michelle also provides financial planning, consulting, and other non-discretionary advisory services.
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.
1
2
SC
04/25/2023 - Present
LPL Financial LLC (FORT MILL SC)
WI
05/02/2017 - 04/25/2023
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
02/07/2013 - 04/25/2017
BMO HARRIS FINANCIAL ADVISORS, INC. (MILWAUKEE WI)
WI
06/14/2010 - 02/05/2013
GRAND DISTRIBUTION SERVICES, LLC (MILWAUKEE WI)
WI
06/14/2010 - 02/05/2013
UMB DISTRIBUTION SERVICES, LLC (MILWAUKEE WI)
WI
08/10/2009 - 04/23/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (WAUKESHA WI)
WI
02/22/2007 - 08/12/2009
SAGEPOINT FINANCIAL, INC. (WAUKESHA WI)
WI
11/07/1995 - 10/08/2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
11/07/1995 - 08/19/1998
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 04/19/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/02/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2023
Series 4 - Registered Options Principal Examination
BC
Issued 05/15/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/03/2008
Series 24 - General Securities Principal Examination
BC
Issued 04/25/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/06/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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