Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Manning Fier is a financial advisor currently registered with UBS Financial Services Inc. Michelle has been in the financial industry since April 26, 2013 and has experience at several firms. She holds the Series 66, Series 7 and SIE licenses. Michelle can provide services including financial planning, educational seminars, publication of periodicals, 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
09/01/2022 - Present
UBS Financial Services Inc. (FORT MYERS FL)
NH
09/27/2021 - 09/26/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (NASHUA NH)
NH
07/16/2020 - 01/20/2021
LPL FINANCIAL LLC (HAMPTON NH)
MA
07/24/2019 - 07/17/2020
MML INVESTORS SERVICES, LLC (WAKEFIELD MA)
MA
05/23/2012 - 04/25/2019
UBS FINANCIAL SERVICES INC. (PEABODY MA)
BOTH
Issued 01/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2012
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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