Unclaimed
Michelle Delgado is a financial advisor at J.p. Morgan Securities LLC in Sun Lakes, Arizona. Michelle has been in the financial industry since February 2008. Michelle is licensed in 20 states, including Arizona and Texas. She has passed the Series 7, Series 6, Series 63 and Series 66 exams. Michelle specializes in providing financial advice to individuals, businesses, and institutions. She is also an event planner and owns an event planning business, Somos Weddings LLC, located in Gilbert, Arizona.
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
AZ
09/25/2013 - Present
J.p. Morgan Securities LLC (SUN LAKES AZ)
AZ
02/01/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MESA AZ)
BOTH
Issued 11/13/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/31/2008
Series 6 - Investment Company Products/Variable Contracts 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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