Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Grimes is a financial advisor with over 20 years of experience in the financial services industry. Michelle is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Michelle has a wide range of experience working with individuals, families, businesses, and institutions. Michelle holds Series 4, 7, 9, 10, 24, 52, 53, and 66 licenses. Michelle is also a Registered Principal. Michelle is committed to providing her clients with personalized financial advice and guidance.
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
MI
01/13/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (FARMINGTON HILLS MI)
MI
10/01/2008 - 01/14/2014
J.P. MORGAN SECURITIES LLC (BIRMINGHAM MI)
MI
07/01/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (ANN ARBOR MI)
MI
02/28/2006 - 07/27/2006
CHASE INVESTMENT SERVICES CORP. (BLOOMFIELD HILLS MI)
MI
09/09/2002 - 07/01/2006
BANC ONE SECURITIES CORPORATION (BLOOMFIELD HILLS MI)
NY
04/16/2001 - 08/08/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 05/03/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2006
Series 4 - Registered Options Principal Examination
BC
Issued 07/17/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/27/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/20/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/03/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2001
Series 7 - General Securities Representative 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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