Michelle Marie Tomei

Current Employers

Employment History

• 06/2013 → 01/2017
  Legend Equities Corporation
  Palm Beach Gardens, FL
• 06/2013 → 09/2019
  Legend Advisory Corporation
  Palm Beach Gardens, FL
• 01/2017 → Present
  Lincoln Investment
  Royal Oak, MI
• 08/2024 → Present
  Capital Analysts
  Royal Oak, MI

Previous Registrations

• 2013-06-11 → 2019-10-04
  Legend Advisory, Llc
  Berkley, MI
  Palm Beach Gardens, FL
  Royal Oak, MI
• 2011-01-19 → 2013-06-18
  Osaic Wealth, Inc.
  Peabody, MA
  Peabody, MA

Other Businesses

B&P FINANCIAL SERVICES POSITION: Agent NATURE: Life Insurance and Annuities INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 1 START DATE: 01/02/2017 ADDRESS: 990 N. Main Street, Royal Oak MI 48067, United States DESCRIPTION: Provide life insurance products; Term Life Insurance and Fixed annuities to clients. South Lyon Educational Foundation Board Member Position: Chair, Board Member and Events committee member Nature: Foundation Investment Related: No Hours: 6 Securities Trading Hours: 0 Start Date: 1/20/2018 Address: 345 S. Warren South Lyon, MI 48178 Description: Help execute the goal of the foundation. Attending a monthly meeting to review our progress and activities.  As an event committee member, we solicit raffle item donations for the Foundation and plan events. Chair position allows me to be an authorized signer for checks.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-07-05
• S63 Uniform Securities Agent State Law Examination
  1998-04-06

Other Names

• Michelle Dreger
• Michelle Marie Hall
• Michelle Marie Dreger
• Michelle Marie Hall
• Michelle Marie Dreger
• Michelle M. Dreger
• Michelle M. Tomei