Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Elizabeth Lyman is a financial professional with over 18 years of experience in the financial services industry. Michelle is registered with Cadaret, Grant & Co., Inc. and is a Series 7, SIE, and Series 63 licensed representative. Michelle is also a Chartered Financial Consultant and holds the following licenses: Life, Disability, and Long-Term Care. Michelle has previously worked with LPL Financial LLC and ING Financial Advisors, LLC. She provides a wide range of financial services, including financial planning, portfolio management, and retirement planning. Michelle is committed to helping her clients achieve their financial goals.
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.
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
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (Latham NY)
NY
11/07/2016 - 12/05/2018
LPL FINANCIAL LLC (ALBANY NY)
NY
01/25/2010 - 11/04/2016
CADARET, GRANT & CO., INC. (ALBANY NY)
NY
04/11/2005 - 01/15/2010
ING FINANCIAL ADVISERS, LLC (ALBANY NY)
BC
Issued 01/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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