Unclaimed
Michelle Lee Hylton is a financial advisor with over 30 years of experience in the industry. Michelle is currently registered with Raymond James Financial Services Advisors, Inc. in Colorado and Texas. Michelle has also previously held positions at other firms such as Essex National Securities, Inc., CUSO Financial Services, L.P., USAllianz Investor Services, LLC, and CUNA Brokerage Services, Inc. Michelle offers a wide range of financial planning and investment services to individuals, businesses, and retirement plans. Michelle also offers hourly and fixed-rate consultations.
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
08/16/2017 - Present
Raymond James Financial Services Advisors, Inc. (Colorado Springs CO)
CO
07/30/2010 - 01/25/2012
ESSEX NATIONAL SECURITIES, INC. (COLORADO SPRINGS CO)
CO
01/09/2003 - 07/16/2010
CUSO FINANCIAL SERVICES, L.P. (COLORADO SPRINGS CO)
MN
10/05/2001 - 01/22/2003
USALLIANZ INVESTOR SERVICES, LLC (MINNEAPOLIS MN)
IA
05/08/1998 - 08/27/2001
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NA
08/07/1995 - 04/27/1998
GRIFFIN FINANCIAL SERVICES
CA
12/09/1993 - 07/25/1995
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
VA
03/06/1993 - 12/22/1993
GNA SECURITIES, INC. (GLEN ALLEN VA)
NY
10/28/1992 - 01/15/1993
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 06/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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