Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Lenzmeier Keates is a financial advisor registered with Janney Montgomery Scott LLC. Michelle has been in the financial industry since 1994. Michelle has a wide range of experience, working with clients of all types. Michelle is registered in 33 states and 12 IA states, providing clients with a comprehensive suite of financial services. Michelle is committed to providing clients with personalized financial advice and strategies to help achieve their financial goals. Michelle is also an active member of the community.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NJ
10/14/2013 - Present
Janney Montgomery Scott LLC (LINWOOD NJ)
NY
10/18/1996 - 06/03/1997
BESSEMER INVESTOR SERVICES, INC. (NEW YORK NY)
NY
04/18/1989 - 05/20/1992
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
12/17/1985 - 07/24/1989
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 08/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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