Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Sears is a financial advisor with M&T Securities, Inc. Michelle has been in the financial industry since 2008. Michelle has passed the Series 66, SIE, and Series 7 exams and is currently registered with FINRA. Michelle has worked at several firms in the past including LPL FINANCIAL LLC, TRUSTMONT FINANCIAL GROUP, INC., and INVESTMENT PROFESSIONALS, INC. Michelle has a strong understanding of the financial markets and is committed to providing her clients with personalized financial advice.
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.
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2
NY
03/27/2024 - Present
M&T Securities, Inc. (Buffalo NY)
PA
03/27/2020 - 05/10/2022
LPL FINANCIAL LLC (JOHNSTOWN PA)
PA
08/01/2017 - 09/17/2018
TRUSTMONT FINANCIAL GROUP, INC. (GREENSBURG PA)
PA
06/24/2008 - 12/20/2016
INVESTMENT PROFESSIONALS, INC. (INDIANA PA)
BOTH
Issued 10/06/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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