Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle chung-hui? Claim Your ProfileMichelle chung-hui Lai is a financial advisor with J.P. Morgan Securities LLC, serving clients in California and other states. Michelle has over 10 years of experience in the financial services industry, working for several firms prior to joining J.P. Morgan. Michelle is a Certified Financial Planner and holds both Series 7 and Series 66 licenses.
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
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2
CA
11/21/2014 - Present
J.p. Morgan Securities LLC (DIAMOND BAR CA)
CA
02/08/2013 - 10/29/2014
CETERA INVESTMENT SERVICES LLC (PASADENA CA)
CA
10/11/2011 - 01/30/2013
LPL FINANCIAL LLC (ALHAMBRA CA)
CA
01/09/2013 - 01/10/2013
CETERA INVESTMENT SERVICES LLC (ARCADIA CA)
CA
01/28/2011 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (ROWLAND HEIGHTS CA)
BOTH
Issued 07/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2011
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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