Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Lawton is a financial advisor with Raymond James Financial Services Advisors, Inc., a firm with a strong track record in providing financial advice and services. Michelle has been in the financial services industry since 2000, and holds a Series 7 and Series 66 license. Michelle has a broad range of experience and is registered to provide investment advice in 49 states. Michelle is passionate about helping individuals, families, and businesses achieve their financial goals. She is committed to providing personalized financial advice and services tailored to each client's unique needs.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
CO
08/01/2024 - Present
Raymond James Financial Services Advisors, Inc. (Grand Junction CO)
CO
04/13/2000 - 08/09/2024
WELLS FARGO CLEARING SERVICES, LLC (GRAND JUNCTION CO)
BOTH
Issued 09/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michelle Lawton is the right advisor for you? Invested Better is here to help.
