Michelle Lee Cooper-Mcnally

Current Employers

Employment History

• 02/2012 → 02/2017
  Standard Bank & Trust (Accquired By First Midwest Bank)
  Joilet, IL
• 02/2012 → 02/2017
  Infinex Investments, Inc.
  Joilet, IL
• 02/2017 → 02/2019
  First Midwest Bank
  Orland Park, IL
• 02/2017 → 02/2019
  Lpl Financial Llc
  Oralnd Park, IL
• 02/2019 → Present
  Cetera Advisors Llc
  Denver, CO
• 02/2019 → Present
  Megent Financial
  Orland Park, IL
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-02-03 → 2018-06-22
  Lpl Financial Llc
  Orland Park, IL
  Orland Park, IL
  San Diego, CA
  Coal City, IL
  Gardner, IL
  Minooka, IL
• 2012-02-22 → 2017-02-07
  Osaic Institutions, Inc.
  Horton, MI
  Joliet, IL
  Orland Park, IL
• 2011-12-23 → 2012-02-24
  Mutual Of Omaha Investor Services, Inc.
  Mokena, IL
• 2008-06-30 → 2009-12-31
  Waddell & Reed
  Mokena, IL
• 2004-07-29 → 2006-12-31
  Waddell & Reed
  Orland Park, IL
  Mokena, IL
• 2002-09-25 → 2004-03-19
  Banc One Securities Corporation
  Lansing, IL

Other Businesses

1. MEGENT FINANCIAL, INVESTMENT RELATED, SAME AS REGISTERED LOCATION, FINANCIAL SERVICES, STARTED 02/2019, REGISTERED REPRESENTATIVE APX NUMBER OF HOURS PER WEEK: 40, 32.5 DURING TRADING HOURS BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES 2. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 10/2019; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE AND ANNUITIES; 3. NAME OF OTHER BUSINESS: CASCADE BROKERAGE, LLC.; INVESTMENT RELATED: NO; ADDRESS: SAME AS RESIDENTIAL LOCATION; NATURE OF BUSINESS: DBA FOR TAX PURPOSES; START DATE: 1/2020; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: SECURITIES DBA FOR TAX PURPOSES; 4. NAME OF OTHER BUSINESS: SPRING CREEK, LLC INVESTMENT RELATED: NO; ADDRESS: 3408 CASCADE LANE NEW LENOX, IL 60451; NATURE OF BUSINESS: REAL ESTATE; START DATE: 1/2016; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: OWNERSHIP AND LIABILITY PURPOSES FOR A SHARED SECOND HOME;

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-03-29
• S63 Uniform Securities Agent State Law Examination
  1999-01-06

Other Names

• Michelle Lee Cooper-Mcnally
• Michelle Lee Cooper-Mcnally
• Michelle Lee Cooper
• Michelle Lee Cooper Mcnally
• Michelle Lee Cooper-Mcnallly