Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Renee Gascoigne is a financial advisor registered with LPL Financial LLC and has been in the industry since 2002. Michelle is active in both Broker-Dealer and Investment Advisor capacities in Minnesota and Texas. Previously, Michelle Gascoigne was registered with CETERA INVESTMENT SERVICES LLC and GREAT AMERICAN ADVISORS, INC. Michelle holds a Series 6, Series 7, Series 63 and SIE license.
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.
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2
MN
05/06/2022 - Present
LPL Financial LLC (PINE ISLAND MN)
MN
07/09/2010 - 05/06/2022
CETERA INVESTMENT SERVICES LLC (ZUMBROTA MN)
MN
08/09/2002 - 07/09/2010
GREAT AMERICAN ADVISORS, INC. (ZUMBROTA MN)
OH
04/24/2001 - 09/20/2001
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
BC
Issued 06/29/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2006
Series 7 - General Securities Representative Examination
BC
Issued 04/23/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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