Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richelle? Claim Your ProfileRichelle Annette Durkin is a financial advisor registered with Sequoia Financial Group, LLC. Richelle is licensed in Michigan and has been in the industry since 2014. She is also a registered Investment Advisor Representative. Richelle offers a range of services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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MI
01/07/2019 - Present
Sequoia Financial Group, LLC (Troy MI)
IA
Issued 12/29/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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