Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Benedict is a financial advisor with J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC in Portland, Oregon. Michelle has been in the financial services industry since April 2022 and has worked for several firms, including First Republic Securities Company, LLC, North Capital Private Securities Corporation, and Phillips & Company. Michelle holds Series 7, 63, and 66 licenses and the SIE exam. Michelle specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, 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.
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
OR
11/22/2023 - Present
J.p. Morgan Securities LLC (Portland OR)
OR
04/06/2023 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Portland OR)
OR
07/11/2022 - 03/31/2023
NORTH CAPITAL PRIVATE SECURITIES CORPORATION (Portland OR)
OR
04/23/2022 - 07/07/2022
PHILLIPS & COMPANY (PORTLAND OR)
BOTH
Issued 09/14/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2022
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2021
Series 7TO - 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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