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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Lavigne is a financial advisor with Wells Fargo Advisors Financial Network, LLC and has been in the financial industry since 1985. Michelle has a broad range of experience, working with both individual and institutional clients. Michelle has passed the Series 63, Series 65, Series 7 and SIE exams. Michelle is also a Certified Financial Planner. Michelle Lavigne has a total of 12 state licenses and is registered in Colorado, Connecticut, Florida, Maine, Minnesota, Missouri, Montana, New Hampshire, New Jersey, New York, North Carolina, and Washington.
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.
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.
Investment consulting services to institutional clients
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
NY
07/22/2021 - Present
Wells Fargo Advisors Financial Network, LLC (ROCHESTER NY)
CT
10/01/1999 - 11/19/2012
UBS FINANCIAL SERVICES INC. (NEW HAVEN CT)
NY
01/15/1992 - 10/12/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
GA
02/23/1990 - 01/20/1992
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
NA
08/31/1989 - 02/15/1990
BROAD REACH CAPITAL, INC.
CT
04/19/1988 - 08/11/1989
LIGHTHOUSE SECURITIES, LTD. (HARTFORD CT)
NA
07/16/1987 - 04/14/1988
EVERFLOW PROGRAMS, INC.
NA
11/08/1985 - 04/20/1987
FFPS BROKERAGE, INC.
NA
03/21/1985 - 10/17/1985
TRAVELERS EQUITIES SALES, INC.
IA
Issued 03/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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