Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Kathleen Miller is a financial advisor in Palos Verdes Estates, California. She has been working in the financial services industry for over nine years. Michelle is currently registered with Delarme Wealth Management, Inc. and has previously been registered with RAYMOND JAMES FINANCIAL SERVICES, INC. Michelle holds a Series 66 license and has passed the Series 7TO and SIE exams. Michelle provides financial planning, pension consulting, and portfolio management services to individuals and corporations. Michelle specializes in providing financial advice to high-net-worth individuals and families.
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.
Helps you choose top advisors aligned with your financial goals.
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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CA
01/05/2024 - Present
Delarme Wealth Management, Inc. (PALOS VERDES ESTATES CA)
CA
08/31/2020 - 12/31/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Palos Verdes Estates CA)
BOTH
Issued 09/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2020
Series 7TO - General Securities Representative Examination
BC
Issued 04/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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