Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Marie Doffek is a financial advisor with LPL Financial LLC based in Newington, CT. Michelle has been in the financial services industry since 1998 and has extensive experience in providing financial advice to individuals, families, and businesses. Michelle has a strong understanding of investment strategies and is committed to helping clients achieve their financial goals. Michelle is registered with the state of Connecticut and is also a Registered Representative of LPL Financial LLC.
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.
Consulting and other non-discretionary advisory services
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.
1
2
CT
04/28/2023 - Present
LPL Financial LLC (NEWINGTON CT)
CT
09/11/2019 - 05/02/2023
SAGEPOINT FINANCIAL, INC. (NEWINGTON CT)
CT
11/10/2014 - 09/16/2019
MORGAN STANLEY (WEST HARTFORD CT)
CT
04/28/2006 - 11/30/2011
ROYAL ALLIANCE ASSOCIATES, INC. (NEWINGTON CT)
CA
03/16/2004 - 04/28/2006
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
CT
08/03/1998 - 03/22/2004
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
BOTH
Issued 01/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/01/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michelle Doffek is the right advisor for you? Invested Better is here to help.
