Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Vrkic Rupp is a financial professional with over 20 years of experience in the financial services industry. Currently, Michele is a Registered Representative for Morgan Stanley and has been with the firm since 2017. Prior to joining Morgan Stanley, Michele was a Registered Representative for E*TRADE SECURITIES LLC. Michele holds several professional licenses including Series 7, Series 24, Series 55, and Series 57TO, demonstrating a wide range of expertise in the financial markets.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
10/27/2017 - Present
Morgan Stanley (Paramus NJ)
NJ
09/19/2008 - 06/26/2017
E*TRADE SECURITIES LLC (Jersey City NJ)
NJ
02/22/2007 - 09/08/2008
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
NY
04/26/2002 - 02/16/2007
GENESIS SECURITIES, LLC (NEW YORK NY)
BC
Issued 05/21/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/25/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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