Unclaimed
Toni-Marie Anna Michaud is a financial professional with over a decade of experience in the industry. Toni-Marie is currently a registered representative with Fifth Third Securities, Inc., where she has been since 2017. Previously, she held positions at U.S. Bancorp Investments, Inc. and J.P. Morgan Securities LLC. Toni-Marie is licensed in Illinois and holds the Series 7, Series 24, Series 63, and SIE licenses. She is also a licensed investment advisor representative.
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.
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.
Sponsor wrap fee program
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.
A percentage of the total value of assets under management is charged.
1
2
IL
12/16/2022 - Present
Fifth Third Securities, Inc. (CHICAGO IL)
MN
04/08/2022 - 12/01/2022
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
IL
05/11/2017 - 03/24/2022
FIFTH THIRD SECURITIES, INC. (CHICAGO IL)
IL
11/09/2011 - 01/11/2013
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
BC
Issued 12/5/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/1/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/11/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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