Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Monteleone is a registered representative with GWN Securities Inc. Michelle is licensed to offer investment advice in Arizona. Michelle has been in the securities industry since December 2016. Michelle has passed the Series 66 exam, Uniform Combined State Law Examination and also has a Series 7 and SIE license. Michelle offers services such as financial planning, market timing services, and portfolio management. Michelle specializes in retirement planning, insurance, mutual funds, and variable annuities.
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.
Helps you choose top advisors aligned with your financial goals.
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.
In lieu of hourly fee, ia can charge a flat fee
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2
AZ
07/13/2017 - Present
GWN Securities Inc. (TUCSON AZ)
BOTH
Issued 07/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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