Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Pinner Patello is a registered representative at TIAA-CREF Individual & Institutional Services, LLC and has been in the industry since 2011. Michelle is licensed in 19 states and is able to offer financial planning and portfolio management services to both individuals and businesses. Michelle is a Series 66 and Series 7 registered professional and is able to offer financial products through TIAA-CREF Individual & Institutional Services, LLC, a firm with over 73,600 accounts with over $32 Billion assets under management.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CO
09/17/2014 - Present
Tiaa-Cref Individual & Institutional Services, LLC (FORT COLLINS CO)
CO
08/18/2011 - 08/25/2014
TRANSAMERICA FINANCIAL ADVISORS, INC (FORT COLLINS CO)
BOTH
Issued 11/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michelle Patello is the right advisor for you? Invested Better is here to help.
