Michele Ann Dallmann
Professional Summary
Michele Ann Dallmann, who also goes by Michele A Dallmann, Michele Dallmann, is a registered financial advisor currently at MCDERMOTT INVESTMENT SERVICES, LLC located in Naples, Florida. Michele is registered as a RR (Registered Representative) and started their career in finance in 2000. Michele has worked at 13 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 10 and Series 9 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michele A Dallmann, Michele Dallmann
Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
INTEGRATED ADVISORS NETWORK LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
INTEGRATED ADVISORS NETWORK LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
INTEGRATED ADVISORS NETWORK LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
INTEGRATED ADVISORS NETWORK LLC
Years of Experience
26 years in the financial services industry
Current & Past Employments
Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
INTEGRATED ADVISORS NETWORK LLC
Current Firm
MCDERMOTT INVESTMENT SERVICES, LLC
Contact Information
Main Address
900 Broad Ave South Suite 2c, Naples, FL 34102Mailing Address
P.o. Box 1784, Naples, FL 34106Phone Number
(610) 882-1460Established
Pennsylvania since 07/21/2010Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (51 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
Disclosures
Civil Event
1Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
INTEGRATED ADVISORS NETWORK LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
INTEGRATED ADVISORS NETWORK LLC
State Registrations and Notice Filings
(10/10/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 2000About the Series 6 examSeries 10 — General Securities Sales Supervisor - General Module Examination
Passed Jan 2009About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed May 2007About the Series 9 examSRO Registrations
Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
INTEGRATED ADVISORS NETWORK LLC
CRS (Client Relationship Summary) - BD
Click below to view Michele Ann Dallmann's CRS (Customer Relationship Summary).
Similar Advisors
AUSDAL FINANCIAL PARTNERS, INC.
INTEGRATED ADVISORS NETWORK LLC
