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Michele F. Boyer

Some features on this profile are disabled
CRD#: 5046676
MB

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michele Faye Boyer, who also goes by Michele Faye Heusing, Michele Faye Heyl, Michele Faye Ling, was a registered financial professional .

Michele is a previously registered financial professional and started their career in finance in 2006. Michele had worked at 12 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Michele Faye Heusing | Michele Faye Heyl | Michele Faye Ling

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

August 1, 2018 - June 1, 2020

PROSPERITY ECONOMICS PARTNERS, LLC

RIA
CRD#: 148122
LAKEWOOD, CO
Past

October 5, 2016 - December 31, 2017

CAPITAL FINANCIAL SERVICES, INC.

BD
CRD#: 8408
Lakewood, CO
Past

September 14, 2016 - July 18, 2018

SECURE ASSET MANAGEMENT, L.L.C.

RIA
CRD#: 144046
Parker, CO
Past

January 17, 2014 - September 23, 2016

CONCORDE ASSET MANAGEMENT, LLC

RIA
CRD#: 140367
Parker, CO
Past

January 17, 2014 - September 23, 2016

CONCORDE INVESTMENT SERVICES, LLC

BD
CRD#: 151604
Parker, CO
Past

October 15, 2010 - January 17, 2014

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

RIA
CRD#: 124446
CEDAR RAPIDS, IA
Past

October 15, 2010 - January 17, 2014

J.P. TURNER & COMPANY, L.L.C.

BD
CRD#: 43177
CEDAR RAPIDS, IA
Past

October 27, 2009 - October 18, 2010

WORKMAN SECURITIES CORPORATION

RIA
CRD#: 31898
CEDAR RAPIDS, IA
Past

October 27, 2009 - October 18, 2010

WORKMAN SECURITIES CORPORATION

BD
CRD#: 31898
CEDAR RAPIDS, IA
Past

March 24, 2009 - September 30, 2009

UNITED EQUITY SECURITIES, LLC

RIA
CRD#: 47261
CEDAR RAPIDS, IA
Past

March 19, 2009 - September 30, 2009

UNITED EQUITY SECURITIES, LLC

BD
CRD#: 47261
HUSTON, TX
Past

January 23, 2008 - March 18, 2009

PRINCIPAL SECURITIES, INC.

RIA
CRD#: 1137
CEDAR RAPIDS, IA
Past

October 25, 2007 - March 18, 2009

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
CEDAR RAPIDS, IA
Past

November 21, 2006 - October 8, 2007

NATIONS FINANCIAL GROUP, INC.

BD
CRD#: 44181
CEDAR RAPIDS, IA
Past

January 5, 2006 - November 16, 2006

FIRST FOUNDERS SECURITIES, INC.

BD
CRD#: 128624
BISMARCK, ND

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/17/2008
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/28/2005
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/31/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/18/2007
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 1/4/2006
Investment Company Products/Variable Contracts Representative Examination

Current Firm

PE
PROSPERITY ECONOMICS PARTNERS, LLC
ADVANCED CAPITAL GROUP | WISE MONEY STRATEGIES | SOVEREIGN WEALTH SOLUTIONS | R. S. MATTEI & COMPANY | PROSPERITY INTELLIGENCE | PROSPERITY ECONOMICS PARTNERS, LLC | PARTNERS FOR PROSPERITY, LLC | PARTNERS FOR PROSPERITY, INC. | PARTNERS FOR PROSPERITY | PARTNERS FOR FISCAL FITNESS | LIBERATED INVESTOR ADVISORS | KINGDOM CALLING | INNOVATIVE INSURANCE ADVISORS | FRANK THE INSURANCE MAN AGENCY | FINANCIAL TAILWINDS

CRD#: 148122 / SEC#: 801-69706

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Contact information

Main Address
Chicago, IL
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

PROSPERITY ECONOMICS PARTNERS, LLC

CRD#: 148122

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