Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Tolmoff is a financial advisor with Cetera Investment Advisers LLC. Michelle has over 15 years of experience in the financial services industry. Michelle's previous experience includes working at Investment Centers of America, Inc., LPL Financial LLC, Northwestern Mutual Investment Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, UVEST Financial Services Group, Inc., and Infinex Investments, Inc. Michelle holds the Series 66, SIE and Series 7 licenses. Michelle is registered in Colorado, Florida, New Hampshire, and New York. Michelle's specializations include: financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.
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.
A percentage of the total value of assets under management is charged.
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2
FL
09/25/2015 - Present
Cetera Investment Advisers LLC (TAMPA FL)
FL
06/11/2014 - 09/21/2015
INVESTMENT CENTERS OF AMERICA, INC. (TAMPA FL)
CT
02/29/2012 - 05/13/2014
LPL FINANCIAL LLC (CANTON CT)
CT
09/19/2011 - 01/23/2012
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (WEST HARTFORD CT)
CT
08/12/2010 - 09/02/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HARTFORD CT)
CT
01/08/2010 - 09/08/2010
UVEST FINANCIAL SERVICES GROUP, INC. (TORRINGTON CT)
CT
12/19/2006 - 04/09/2009
INFINEX INVESTMENTS, INC. (MERIDEN CT)
BOTH
Issued 03/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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