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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 Lane is a financial advisor at Fidelity Personal And Workplace Advisors. Michelle has been in the financial services industry since 2005. Michelle specializes in providing financial planning, portfolio management, and selection of other advisors to both individuals and businesses. Michelle is registered with the state of Massachusetts and New Hampshire as a broker-dealer and investment advisor. Michelle holds the Series 6, 7, 63, 65 and 66 licenses. Michelle's previous firms include TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, CAPITAL BROKERAGE CORPORATION, LINCOLN FINANCIAL SECURITIES CORPORATION, QUICK & REILLY, INC., FIS SECURITIES, INC., and JOHN HANCOCK DISTRIBUTORS, INC.
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.
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.
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.
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2
MA
02/11/2020 - Present
Fidelity Personal AND Workplace Advisors (WESTWOOD MA)
NY
06/30/2016 - 09/10/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
VA
02/03/2010 - 03/14/2012
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
NH
09/06/2007 - 12/23/2009
LINCOLN FINANCIAL SECURITIES CORPORATION (DOVER NH)
NY
09/25/2000 - 08/21/2001
QUICK & REILLY, INC. (NEW YORK NY)
MA
06/01/1998 - 09/25/2000
FIS SECURITIES, INC. (BOSTON MA)
MA
01/06/1995 - 06/18/1998
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
MA
01/06/1995 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
BOTH
Issued 08/12/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/10/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1999
Series 24 - General Securities Principal Examination
BC
Issued 01/22/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/30/2016
Series 7 - General Securities Representative Examination
BC
Issued 09/05/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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