Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Hallett is a financial advisor with Principal Securities, Inc. Michelle has been in the financial services industry for over 19 years. Michelle has experience providing financial advice to a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Michelle is licensed to provide financial advice in Colorado. Michelle is a registered representative of Principal Securities, Inc., and an investment advisor representative of Principal Global Investors, 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.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
CO
01/08/2016 - Present
Principal Securities, Inc. (DENVER CO)
CO
08/02/2013 - 03/13/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DENVER CO)
CO
07/27/2004 - 08/10/2011
PRINCOR FINANCIAL SERVICES CORPORATION (DENVER CO)
IA
10/05/2007 - 09/23/2008
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
CO
05/26/1999 - 05/14/2002
JAMES WHEELER & CO. INVESTMENTS, INC. (DENVER CO)
BOTH
Issued 02/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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