Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Lauder is a financial advisor at Steward Partners Investment Advisory, LLC. Michelle has over 20 years of experience in the financial services industry, specializing in financial planning and portfolio management. Michelle holds the Series 7, Series 63, and Series 65 licenses, as well as the Certified Financial Planner designation.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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NH
05/07/2018 - Present
Steward Partners Investment Advisory, LLC (Manchester NH)
NH
05/03/2018 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (MANCHESTER NH)
NH
10/01/2014 - 05/08/2018
WELLS FARGO CLEARING SERVICES, LLC (MANCHESTER NH)
NH
04/22/2014 - 09/22/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EXETER NH)
NH
09/19/2006 - 03/24/2014
WELLS FARGO ADVISORS, LLC (MANCHESTER NH)
MA
05/09/2001 - 07/27/2006
BEAR, STEARNS & CO. INC. (BOSTON MA)
NY
11/07/2000 - 05/01/2001
CIBC WORLD MARKETS CORP. (NEW YORK NY)
IA
Issued 8/21/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/6/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/6/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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