Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Grant Michels is a financial professional with over 9 years of experience in the industry. Adam is currently registered as a Registered Representative with J.p. Morgan Securities LLC and is licensed in 53 states and jurisdictions. Adam holds several industry licenses including Series 7, Series 6, Series 10, Series 9, Series 24 and Series 65. Adam has held previous positions with AXA Advisors, LLC and State Farm VP Management Corp.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
IL
09/16/2016 - Present
J.p. Morgan Securities LLC (Chicago IL)
IL
07/08/2015 - 08/09/2016
AXA ADVISORS, LLC (DEERFIELD IL)
IL
11/19/2013 - 06/19/2015
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
IA
Issued 11/18/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/01/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/18/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/16/2020
Series 4 - Registered Options Principal Examination
BC
Issued 06/13/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2015
Series 7 - General Securities Representative Examination
BC
Issued 11/19/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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