Michele Wolfe

Current Employers

Employment History

• 02/2015 → 12/2020
  Fidelity Brokerage Services Llc
  Altamonte Springs, FL
• 07/2018 → 12/2020
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 01/2021 → 01/2023
  Bankers Life Securities, Inc
  Clearwater, FL
• 12/2020 → 01/2023
  Bankers Life & Casualty, Inc
  Clearwater, FL
• 12/2020 → 01/2023
  Bankers Life Advisory Services
  Clearwater, FL
• 02/2023 → 10/2023
  Empower Financial Services, Inc
  Greenwood Village, CO
• 01/2024 → 06/2024
  Pruco Securities, Llc
  Tampa, FL
• 01/2024 → 06/2024
  The Prudential Insurance Company Of America
  Tampa, FL
• 08/2023 → 11/2024
  Lmi -Formerly Alpha Insurance Group
  St Petersburg, FL
• 11/2024 → 01/2026
  Morgan Stanley
  Tampa, FL
• 02/2026 → Present
  Td Bank N.A.
  New Smyrna Beach, FL
• 02/2026 → Present
  Td Private Client Wealth Llc
  New Smyrna Beach, FL

Previous Registrations

• 2024-11-15 → 2026-02-02
  Morgan Stanley
  Tampa, FL
• 2024-01-04 → 2024-06-13
  Pruco Securities, Llc.
  Tampa, FL
• 2023-08-28 → 2023-10-27
  Empower Advisory Group, Llc
  Greenwood Village, CO
  Trinity, FL
• 2021-02-08 → 2023-01-31
  Bankers Life Advisory Services, Inc.
  Clearwater, FL
  Chicago, IL
• 2018-07-13 → 2020-12-10
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2015-07-02 → 2018-07-13
  Strategic Advisers Llc
  Altamonte Springs, FL
• 2014-03-28 → 2015-02-03
  Morgan Stanley
  Winter Park, FL
• 2011-08-24 → 2014-03-28
  Charles Schwab & Co., Inc.
  New York City, NY
  Orlando, FL

Other Businesses

Wolfe Investment Enterprises LLC Non Investment related No location- Home Address Residual Medicare sales commission Owner 10/24/2022 No time devoted Medicare agent of record

Exams

• S63 Uniform Securities Agent State Law Examination
  2023-03-27
• S66 Uniform Combined State Law Examination
  2011-08-22

Other Names

• Michele Wolfe Butler
• Michele Ortiz