Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Lacount is a financial advisor who has been in the industry since 2002. Michelle has been registered with Fidelity Personal AND Workplace Advisors since 2021, but has a history working with several prominent firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Ameriprise Financial Services, Inc., Morgan Stanley, and Citigroup Global Markets Inc. Michelle is licensed to provide financial services in all 50 states.
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.
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
NC
10/14/2024 - Present
Fidelity Personal AND Workplace Advisors (GASTONIA NC)
NC
03/20/2018 - 09/13/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
05/11/2017 - 11/22/2017
AMERIPRISE FINANCIAL SERVICES, INC. (Charlotte NC)
NC
06/01/2009 - 05/13/2016
MORGAN STANLEY (CHARLOTTE NC)
NC
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CHARLOTTE NC)
NC
02/08/2007 - 04/02/2007
MORGAN STANLEY DW INC. (CHARLOTTE NC)
NY
07/13/2006 - 02/07/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NC
12/06/2005 - 06/02/2006
JANNEY MONTGOMERY SCOTT LLC (CHARLOTTE NC)
MD
01/19/2001 - 12/06/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 11/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 01/18/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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