Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Denise Thomas is a registered investment advisor representative with Vanderbilt Advisory Services, based in Woodbury, NY. Michelle has been in the industry since 2000, holding registrations in both New York and California. Her experience spans various firms, including WBB Securities, LLC, ImpactU.Investments, LLC, and Allied Millennial Partners, LLC. Michelle's expertise includes financial planning, portfolio management for businesses and individuals, as well as providing investment 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
NY
08/05/2020 - Present
Vanderbilt Advisory Services (WOODBURY NY)
TX
03/14/2022 - 12/31/2023
LIGHTPATH CAPITAL, INC (SOUTHLAKE TX)
CA
05/14/2013 - 10/03/2022
WBB SECURITIES, LLC (Lakeside CA)
NY
08/17/2021 - 07/18/2022
IMPACTU.INVESTMENTS, LLC (WOODBURY NY)
CA
01/02/2020 - 05/08/2020
ALLIED MILLENNIAL PARTNERS, LLC (San Diego CA)
CA
04/05/2000 - 10/05/2006
ALLSTATE FINANCIAL SERVICES, LLC (SANTEE CA)
BOTH
Issued 06/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 09/12/2013
Series 24 - General Securities Principal Examination
BC
Issued 06/22/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2013
Series 7 - General Securities Representative Examination
BC
Issued 04/03/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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