Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Ashley hart is a financial advisor with over 25 years of experience in the industry. She is currently registered with Morgan Stanley and has previously worked with other well-known firms such as J.P. Morgan Securities LLC, Chase Investment Services Corp., Fechtor, Detwiler & Co., Inc. and Meyers Pollock Robbins, Inc. Michelle has a wide range of experience in financial services and holds several professional licenses and designations. Michelle has been recognized for her expertise in providing asset allocation advice, financial planning, and portfolio management. Her clients benefit from her vast experience in working with a diverse client base including high-net-worth individuals, corporations, and institutions.
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
NY
05/01/2017 - Present
Morgan Stanley (New York NY)
NY
10/01/2012 - 05/09/2017
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
06/05/1998 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
MA
10/15/1997 - 04/24/1998
FECHTOR, DETWILER & CO., INC. (BOSTON MA)
NY
05/21/1996 - 12/02/1996
MEYERS POLLOCK ROBBINS, INC. (NEW YORK NY)
NY
05/23/1994 - 06/01/1994
CONSTELLATION CONVERTIBLES L.P. (NEW YORK NY)
NY
04/08/1993 - 05/13/1994
JOSEPHTHAL LYON & ROSS INCORPORATED (NEW YORK NY)
IA
Issued 11/07/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/29/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/07/1993
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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