Unclaimed
Michelle Hoexum is an Investment Advisor Representative at Revalue LLC in Grand Rapids, MI. Michelle is a licensed professional with over 10 years of experience in the financial services industry. She is committed to providing individualized financial planning and investment management services to her clients. Michelle has a deep understanding of the investment landscape and a passion for helping her clients achieve their financial goals. She is a strong advocate for her clients and works tirelessly to ensure that they are well-informed and confident in their financial decisions. She offers services such as investment guidance, financial planning, and educational seminars.
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.
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.
Investor guidance
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.
A percentage of the total value of assets under management is charged.
Discovery fee, investor guidance, financial consulting fees
1
2
MI
07/22/2022 - Present
Revalue LLC (Grand Rapids MI)
MI
02/17/2015 - 12/31/2017
CENTENNIAL SECURITIES COMPANY, INC. (JENISON MI)
MI
09/17/2010 - 06/03/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GRAND RAPIDS MI)
MI
03/12/2008 - 08/04/2010
COMERICA SECURITIES (GRAND RAPIDS MI)
BOTH
Issued 09/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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