Unclaimed
Michelle Papa-dines has been a financial professional since 1997. She is currently registered with Commonwealth Financial Network and has worked with CADARET, GRANT & CO., INC., A. G. EDWARDS & SONS, INC., and Salomon Smith Barney Inc. in the past. Michelle provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, corporations, and charitable organizations.
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.
1
2
NY
04/11/2024 - Present
Commonwealth Financial Network (Syracuse NY)
NY
01/02/2019 - 03/13/2024
COMMONWEALTH FINANCIAL NETWORK (East Syracuse NY)
NY
01/19/2006 - 01/03/2019
CADARET, GRANT & CO., INC. (EAST SYRACUSE NY)
MO
05/04/2000 - 06/22/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
08/18/1997 - 05/05/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NA
04/09/1997 - 06/04/1997
CITIZENS SECURITIES
ME
03/07/1996 - 06/04/1997
CITIZENS SECURITIES (PORTLAND ME)
BC
Issued 03/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/06/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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