Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Lavallee is a financial professional with over 10 years of experience in the industry. She is currently registered with Fidelity Brokerage Services LLC and has held previous positions with Ameriprise Financial Services, Inc., Key Investment Services LLC, and Fidelity Investments Institutional Services Company, Inc. Michelle holds several licenses, including Series 6, 7, 9, 10, 63, and 65. She is licensed to sell securities in all 50 states and the District of Columbia.
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.
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.
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2
NH
04/28/2017 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
NH
07/08/2013 - 08/26/2015
AMERIPRISE FINANCIAL SERVICES, INC. (NASHUA NH)
NH
08/31/2010 - 03/27/2013
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
WA
02/16/2010 - 06/02/2010
KEY INVESTMENT SERVICES LLC (SEATTLE WA)
NH
01/18/2008 - 06/22/2009
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
NH
01/25/2007 - 11/14/2007
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MERRIMACK NH)
IA
Issued 10/03/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/15/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/18/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/24/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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