Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richelle? Claim Your ProfileRichelle Leigh Verran is a registered representative with Cadaret, Grant & CO., Inc., a firm she joined in September 2024. Previously, Richelle Leigh Verran worked as a financial advisor for Raymond James & ASSOCIATES, INC. Richelle Leigh Verran is a registered representative in Michigan. Richelle Leigh Verran specializes in portfolio management, financial planning and pension consulting.
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.
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2
MI
09/09/2024 - Present
Cadaret, Grant & CO., Inc. (Bingham Farms MI)
MI
07/12/2019 - 09/06/2024
RAYMOND JAMES & ASSOCIATES, INC. (BIRMINGHAM MI)
MI
02/28/2013 - 04/17/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (FLINT MI)
MI
06/01/2009 - 08/23/2012
MORGAN STANLEY SMITH BARNEY (FLINT MI)
MI
12/19/2003 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FLINT MI)
BOTH
Issued 10/27/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/17/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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