Michele Wintersteen

Michele Wintersteen

Administrative Assistant

 

PROFESSIONAL BIO

Michele Wintersteen is a Virtual Administrative Assistant at LPL Financial.  In this role, she partners with advisors to provide support on administrative tasks and client management functions.

Michele has over 19 years of experience in the financial services industry.  She obtained her Series 7 and Series 66 licenses while working as an assistant to an independent broker so that she could support him to a greater extent in all areas of his practice.  When the broker transitioned his business model to that of an RIA, Michele continued to be his assistant and also a registered rep with the clearing firm.  In addition to taking care of the necessary paperwork and service items, she helped the advisor build client relationships.

After working with the advisor for almost ten years, upon his retirement, Michele went to work for TD Ameritrade as a licensed client services specialist.  In this role, she assisted clients who came into the branch office with a wide variety of needs; opening new accounts, transfers, estate issues, account questions, to name a few.  She also supported the financial consultants in the branch with their administrative needs and providing assistance for client service related issues and concerns.

PERSONAL BIO

Michele is originally from Philadelphia, PA.  She and her husband moved to the San Diego area three years ago where they enjoy outdoor activities in the warm weather with their two dogs.

Phone Direct number: (833) 292-6757