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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Duvall is an investment advisor representative with The Millstone Evans Group, LLC based in Boulder, Colorado. Michele has been in the financial services industry since 1989 and has experience providing investment advice to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Michele is licensed to provide investment advice in Colorado and Maryland.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Blogs and podcasts
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CO
09/14/2022 - Present
THE Millstone Evans Group, LLC (BOULDER CO)
CO
10/13/1992 - 12/31/2020
RAYMOND JAMES & ASSOCIATES, INC. (BOULDER CO)
IA
Issued 03/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/29/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/23/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/23/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/23/2022
Series 4 - Registered Options Principal Examination
BC
Issued 11/22/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/23/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 10/12/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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