Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Tucker is an investment advisor representative registered with Chicago Partners Investment Group LLC in Honolulu, HI. Michelle has over 20 years of experience in the financial services industry, and is a Certified Financial Planner and a Personal Financial Specialist. Michelle has held previous roles with Royal Alliance Associates, Inc., 1st Global Capital Corp., MML Investors Services, Inc., and H.D. Vest Investment Securities, 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.
401k plan option review & monitoring
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.
Roboadvisory offering
1
2
HI
01/13/2022 - Present
Chicago Partners Investment Group LLC (honolulu HI)
HI
01/20/2005 - 09/20/2007
ROYAL ALLIANCE ASSOCIATES, INC. (HONOLULU HI)
TX
05/13/2003 - 02/11/2005
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
MA
04/19/2000 - 12/07/2001
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
TX
09/24/1999 - 04/11/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BOTH
Issued 11/14/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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