Unclaimed
Michelle McIntyre is a registered representative and investment advisor representative with Sanctuary Securities, Inc. Michelle holds the Series 7, Series 63, Series 52TO, and Series 66 licenses and the SIE certification. She has been in the financial services industry since 2007, with previous employment at CADARET, GRANT & CO., INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, PERSHING LLC, and PERSHING ADVISOR SOLUTIONS LLC.
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.
1
2
IN
03/18/2024 - Present
Sanctuary Securities, Inc. (INDIANAPOLIS IN)
CA
10/29/2021 - 10/23/2023
PERSHING LLC (San Francisco CA)
CA
06/09/2021 - 10/23/2023
PERSHING ADVISOR SOLUTIONS LLC (San Francisco CA)
NJ
12/19/2016 - 06/24/2019
CADARET, GRANT & CO., INC. (HACKENSACK NJ)
NJ
04/19/2007 - 03/05/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEDMINSTER NJ)
BOTH
Issued 01/16/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/31/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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