Michaele Frame Mcnelis

Current Employers

Employment History

• 09/2002 → 01/2025
  Lincoln Financial Advisors
  Sewickley, PA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Beaver, PA

Previous Registrations

• 2011-10-06 → 2025-01-24
  Osaic Fa, Inc.
  Sewickley, PA
  Sewickley, PA
  Beaver, PA

Other Businesses

1. FRAME FARM LLC 402 ROCKLEDGE DRIVE SEWICKLEY PA 15143 CATEGORY: LLC /REAL ESTATE MANAGEMENT-RENTAL INVESTMENT RELATED: YES TITLE: CO-OWNER (50%) OF REAL ESTATE PARTNERSHIP WITH BROTHER DUTIES: MANAGE PROPERTY, RECEIVE RENTAL INCOME START DATE: 06/01/2010 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 0 2. MICHAELE F MCNELIS AND ROBERT M FRAME 402 ROCKLEDGE DRIVE SEWICKLEY PA 15143 CATEGORY: LLC /REAL ESTATE MANAGEMENT-RENTAL INVESTMENT RELATED: YES TITLE: CO-OWNER (50%) WITH BROTHER DUTIES: WILL BE PAID DELAYED RENTAL INCOME AND ROYALTY SHOULD THEY DRILL ON PROPERTY START DATE: 06/01/2010 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 3. FRAME FLORIDA LLC 402 ROCKLEDGE DRIVE SEWICKLEY PA 15143 CATEGORY: LLC /REAL ESTATE MANAGEMENT-RENTAL INVESTMENT RELATED: YES TITLE: CO-OWNER (50%) WITH BROTHER DUTIES: MANAGE PROPERTY START DATE: 09/22/2016 HOURS PER MONTH: 2 HOURS PER MONTH DURING TRADING HOURS: 0 4.MICHAELE MCNELIS DBA FAMILY WEALTH MANAGEMENT GROUP 2200 GERMANTOWN DRIVE SUITE 100 SEWICKLY PA 15143 CATEGORY: INSURANCE INVESTMENT RELATED: YES TITLE: AGENT DUTIES: OFFER DISABILITY INSURANCE, FIXED ANNUITIES, AND TRADITIONAL FIXED LIFE INSURANCE START DATE: 01/01/2017 HOURS PER MONTH: 5 HOURS PER MONTH DURING TRADING HOURS: 1 5. MICHAELE F. MCNELIS AND ROBERT M. FRAME - TRUSTEES PAREES-FRAME TRUST POSITION: Owner-Trustee NATURE: Oil and Gas Lease with Range Resources to drill for oil and gas on our property. We will be paid delayed rental income and royalty income should they drill on the property. Wells were drilled and we are being paid royalty income. Put lease in a Trust when wells were drilled. Rob Frame (brother) and I are trustees and 50/50 in the agreement INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 06/01/2010 ADDRESS: 402 Rockledge Drive, Sewickley PA 15143, United States DESCRIPTION: My brother and I put Lease into a trust for protection and estate planning for children. We receive monthly royalty check and duties are to distribute income and prepare tax info for CPA. Also to address any changes/update to wells and rights of ways with Range Resources 6. MICHAELE MCNELIS - FAMILYWEALTH MANAGEMENT GROUP POSITION: Agent NATURE: Solicit fixed insurance to clients with need INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 5 START DATE: 01/01/2017 ADDRESS: 2200 Georgetown Drive, Suite 100, Sewickley PA 15143, United States DESCRIPTION: Solicit fixed insurance to clients with need

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-10-03
• S63 Uniform Securities Agent State Law Examination
  2002-08-26

Other Names

• Michaele Frame Parees
• Michaele Frame Mcnelis