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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Emerick is a registered investment advisor representative with Cuso Financial Services, LP in Boulder, Colorado. Michelle has been in the securities industry since March 20, 2012. Michelle holds a Series 7, Series 66, and SIE license. Michelle has experience working with high-net-worth individuals, corporations and other businesses, individuals other than high-net-worth, and pension and profit-sharing plans. Michelle's previous experience was with U.S. BANCORP INVESTMENTS, INC. in Boulder, Colorado.
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.
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.
1
2
CO
10/04/2024 - Present
Cuso Financial Services, LP (BOULDER CO)
CO
03/21/2012 - 01/09/2017
U.S. BANCORP INVESTMENTS, INC. (BOULDER CO)
BOTH
Issued 04/30/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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