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 currently registered with Cetera Investment Advisers LLC. She has been in the financial services industry since 2006 and is licensed to operate in Florida. Michelle Tolmoff has been providing financial advice to individuals, corporations, and pension plans for over 15 years. Michelle also provides financial planning, portfolio management, and pension consulting services.
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 3/19/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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