Unclaimed
Michelle Donovan Miller is a financial advisor with The Leaders Group, Inc., based in Littleton, CO. Michelle has over 15 years of experience in the financial services industry, beginning her career in 2005. Michelle holds the Series 6, 7, and 63 licenses and is registered in California. Michelle previously worked at Bluerock Capital Markets LLC, Infinex Investments, Inc., Lincoln Financial Distributors, Inc., and Princor Financial Services Corporation.
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.
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.
1
2
CO
01/03/2020 - Present
THE Leaders Group, Inc. (LITTLETON CO)
NY
11/04/2016 - 01/28/2020
BLUEROCK CAPITAL MARKETS LLC (NEW YORK NY)
CT
12/07/2011 - 10/21/2016
INFINEX INVESTMENTS, INC. (MERIDEN CT)
PA
10/12/2005 - 10/21/2011
LINCOLN FINANCIAL DISTRIBUTORS, INC. (PHILADELPHIA PA)
IA
03/25/2005 - 09/13/2005
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BC
Issued 03/03/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2011
Series 7 - General Securities Representative Examination
BC
Issued 03/24/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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