Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Pommeranz is a financial advisor who has been working in the industry since May 2000. Michelle is currently registered with Strategic Blueprint, LLC and is also a Certified Financial Planner. Michelle has previously been employed at Berthel Fisher & Company Financial Services, Inc., The Huntington Investment Company, Citizens Securities, Inc. and Fifth Third Securities, Inc.. Michelle offers a variety of services including financial planning, pension consulting, educational seminars, and portfolio 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.
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.
Personalized portfolio management to meet individual financial objectives.
Family office 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.
A percentage of the total value of assets under management is charged.
Family office fees, endorsements
1
2
OH
09/13/2019 - Present
Strategic Blueprint, LLC (Perrysburg OH)
OH
06/12/2018 - 09/13/2019
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (Perrysburg OH)
OH
09/14/2015 - 06/27/2018
THE HUNTINGTON INVESTMENT COMPANY (PERRYSBURG OH)
OH
06/11/2007 - 08/20/2015
CITIZENS SECURITIES, INC. (MAUMEE OH)
OH
03/08/2005 - 06/07/2007
FIFTH THIRD SECURITIES, INC. (MAUMEE OH)
NC
02/13/2004 - 03/01/2005
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
OH
02/23/2005 - 02/24/2005
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
NY
04/18/2000 - 02/03/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 05/16/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 04/17/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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