Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Gilly is a financial advisor registered in Colorado, with over 15 years of experience in the financial industry. Currently, Michelle works for RBC Capital Markets, LLC as a registered representative, serving clients in the Denver area. Michelle holds the Series 6, 7, 63, and SIE licenses and has previously worked at Charles Schwab & Co., Inc., Securities America, Inc., Investcorp, Inc., and WS Griffith Securities, Inc. Michelle's expertise lies in providing financial planning and investment management services to a variety of clients, including individuals, businesses, and institutions.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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
06/22/2023 - Present
RBC Capital Markets, LLC (DENVER CO)
CO
12/03/2021 - 06/20/2023
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
WA
07/17/2020 - 11/04/2021
SECURITIES AMERICA, INC. (SEATTLE WA)
WA
04/07/2016 - 07/17/2020
INVESTACORP, INC. (SEATTLE WA)
CT
02/15/1996 - 11/26/2002
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
IN
04/10/1995 - 01/12/1996
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
BC
Issued 06/27/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/03/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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