Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Krause is an investment advisor representative registered with J.P. Morgan Securities LLC. Michelle has been in the financial services industry since 2018. Michelle has been registered with the state of Wisconsin and Texas. Michelle is also a registered Investment Advisor in the state of Wisconsin. Michelle has experience with Empower Financial Services, Inc. and GWFS Equities, Inc., both in Greenwood Village, Colorado. Michelle holds a Series 6, Series 63 and Series 65 license. Michelle also passed the Securities Industry Essentials exam.
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
WI
10/17/2024 - Present
J.p. Morgan Securities LLC (NEW BERLIN WI)
CO
07/30/2018 - 05/22/2023
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
IA
Issued 2/18/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/17/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/30/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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