Unclaimed
Jasmine Mikell is a financial advisor with over 3 years of experience in the industry. Jasmine works at Merrill Lynch, Pierce, Fenner & Smith Inc. in HIGH POINT, NC. Previously, Jasmine was registered with FIDELITY BROKERAGE SERVICES LLC and CUNA BROKERAGE SERVICES, INC. She is a Series 66, Series 7TO, and SIE licensed representative. She is currently registered to provide investment advice in North Carolina and Texas, and is also registered to provide broker-dealer services in Florida, Georgia, Kentucky, North Carolina, South Carolina, Tennessee, Texas, and Virginia.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
04/14/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HIGH POINT NC)
NC
06/23/2022 - 02/01/2023
FIDELITY BROKERAGE SERVICES LLC (DURHAM NC)
PA
02/01/2022 - 05/12/2022
CUNA BROKERAGE SERVICES, INC. (PHILADELPHIA PA)
BOTH
Issued 07/12/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/05/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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