Michele Tremblay is a registered investment advisor, based in Sarasota, FL, with 24 years of industry experience.
Location
Sarasota, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michele is an agent for Avantax Insurance Agency and/or Avantax Insurance Services, and a broker for Kelly & Associates Insurance Group selling health insurance. She also works full-time as a CPA/Accountant at Weil, Akman, Baylin & Coleman, PA, and maintains her securities license under the DBA name WABC Wealth Management Services, dedicating a few hours per week to it.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
1st Global Advisors INC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Hochman & Baker Securities, INC.Broker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.