Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Elise Boyer is a financial advisor with Vanguard Advisers, Inc. Michelle has been in the financial industry since 2013. Michelle is licensed to offer investment advice in North Carolina, Pennsylvania and Texas. Michelle has a Series 63, Series 66 and Series 7 licenses. Michelle is also a Certified Financial Planner. Michelle has experience working at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Ameriprise Financial Services, Inc. and USAA Financial Advisors, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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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2
NC
11/29/2018 - Present
Vanguard Advisers, Inc. (Charlotte NC)
AZ
04/13/2015 - 10/12/2018
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
09/16/2014 - 02/27/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
PA
09/16/2013 - 02/27/2014
AMERIPRISE FINANCIAL SERVICES, INC. (CAMP HILL PA)
BOTH
Issued 10/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/22/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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