Unclaimed
Machelle Ann Reed is a financial advisor with J.P. Morgan Securities LLC. Machelle has been in the industry since 2005. Machelle is licensed to offer financial advice in 53 states. Machelle specializes in investment advice and portfolio management for individuals and businesses. Prior to joining J.P. Morgan Securities LLC, Machelle worked for Morgan Stanley, Wells Fargo Clearing Services, LLC, and Ameriprise Financial Services, Inc.
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
GA
05/11/2023 - Present
J.p. Morgan Securities LLC (ATLANTA GA)
GA
12/10/2021 - 05/01/2023
MORGAN STANLEY (Atlanta GA)
GA
09/04/2009 - 11/26/2021
WELLS FARGO CLEARING SERVICES, LLC (ALPHARETTA GA)
GA
06/01/2009 - 09/08/2009
MORGAN STANLEY SMITH BARNEY (ALPHARETTA GA)
GA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ALPHARETTA GA)
GA
02/12/2007 - 04/02/2007
MORGAN STANLEY DW INC. (ALPHARETTA GA)
GA
01/20/2005 - 01/16/2007
AMERIPRISE FINANCIAL SERVICES, INC. (ROSWELL GA)
MN
01/20/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/27/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 01/19/2005
Series 7 - General Securities 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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