Unclaimed
Michele Carr is a financial professional with over 25 years of experience in the industry. Michele is currently a registered representative and financial advisor at J.P. Morgan Securities LLC, where Michele has been employed since May 2011. Previously, Michele was a registered representative at J.P. Morgan Securities Inc. from 2007 to 2009. Michele has a broad range of experience in the financial services industry, including experience in financial planning, portfolio management for individuals and businesses, and pension consulting. Michele is also a Series 7, Series 63, and SIE licensed professional.
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
NJ
05/25/2011 - Present
J.p. Morgan Securities LLC (Jersey City NJ)
NY
04/03/2007 - 06/04/2009
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
01/11/2005 - 03/08/2007
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
05/01/2001 - 12/31/2004
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
09/10/1997 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
08/30/1994 - 07/31/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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