Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Grzan-bass is an active investment advisor representative with J.P. Morgan Securities LLC. Michelle has over 13 years of experience in the financial services industry. Michelle holds the Series 7, Series 9, Series 10, and Series 57TO licenses. Michelle has previously worked for Goldman Sachs & Co. LLC, Banc of America Securities LLC, and Lehman Brothers Inc.
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
NY
12/08/2021 - Present
J.p. Morgan Securities LLC (New York NY)
NY
12/06/2010 - 11/30/2021
GOLDMAN SACHS & CO. LLC (NEW YORK NY)
NY
07/11/2003 - 06/06/2005
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
04/10/2003 - 07/10/2003
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 02/14/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/10/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/19/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2010
Series 7 - 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
MIAX Sapphire
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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