Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Noelle? Claim Your ProfileNoelle Granville mcintyre is a financial advisor with over 20 years of experience in the industry. Noelle currently works at Level Four Advisory Services, LLC, where Noelle specializes in a variety of areas, including financial planning, pension consulting, and portfolio management for individuals and businesses. Noelle has held various positions throughout her career, including a previous role with Mid-Atlantic Securities, Inc. Noelle has a strong track record of providing excellent service to clients and has the expertise to help clients achieve their financial goals. Noelle holds several professional designations including Certified Financial Planner and has a variety of licenses and registrations including Series 6, 7, 24, 63, and 65.
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.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
TX
10/14/2022 - Present
Level Four Advisory Services (DALLAS TX)
NC
11/02/2001 - 10/31/2022
MID-ATLANTIC SECURITIES, INC. (PINEHURST NC)
IA
Issued 11/29/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/24/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/01/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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