Michelle SlagellCRD Number: 4042618
Current Firm: Edward Jones
Michelle Slagell (CRD# 4042618) is an Investment Advisor Representative working at Edward Jones in Parker, CO and has over 18 years of experience in the finance industry.
Schaefer Financial Management, Inc.
Schwab Private Client Investment Advisory, Inc.
|Edward Jones||Parker, CO||Nov 2019 - Current||2|
|Unemployed||Parker, CO||Jul 2019 - Nov 2019||< 1|
|Invesco||Englewood, CO||Jun 2019 - Jun 2019||< 1|
|Oppenheimerfunds Distributor, Inc.||Englewood, CO||Oct 1999 - May 2019||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2003|
|S66||NASAA Uniform Combined State Law Examination||Dec 2019|
Total Assets Under Management519,780MILLIONS
Total Number of Accounts3,701,715ACCOUNTS
Average Account Value$140,416
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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