Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Cooper-mcnally is a financial advisor with Cetera Investment Advisers LLC. Michelle has been in the financial services industry since 2003 and has held prior positions at LPL FINANCIAL LLC, INFINEX INVESTMENTS, INC., MUTUAL OF OMAHA INVESTOR SERVICES, INC., WADDELL & REED, INC., BANC ONE SECURITIES CORPORATION, GSG SECURITIES, INC. and CHATFIELD DEAN & CO., INC.. Michelle is licensed in Colorado, Florida, Illinois, Indiana, Michigan, North Carolina and Tennessee. Michelle has passed both the Series 65 and Series 63 examinations. She offers financial planning, pension consulting, and educational seminars.
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.
1
2
IL
03/21/2024 - Present
Cetera Investment Advisers LLC (ORLAND PARK IL)
IL
02/03/2017 - 06/22/2018
LPL FINANCIAL LLC (ORLAND PARK IL)
IL
02/22/2012 - 02/07/2017
INFINEX INVESTMENTS, INC. (ORLAND PARK IL)
IL
01/20/2012 - 02/24/2012
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (MOKENA IL)
IL
07/14/2008 - 12/31/2009
WADDELL & REED, INC. (ORLAND PARK IL)
IL
07/29/2004 - 12/31/2006
WADDELL & REED, INC. (ORLAND PARK IL)
IL
11/03/1999 - 03/19/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
FL
01/04/1999 - 08/25/1999
GSG SECURITIES, INC. (BOCA RATON FL)
CO
01/01/1999 - 01/04/1999
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
IA
Issued 03/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/22/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michelle Cooper-mcnally is the right advisor for you? Invested Better is here to help.
