Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Herrick is a registered representative with J.P. Morgan Securities LLC. Michelle has been in the industry since October 17, 2014, and has experience at Merrill Lynch, Pierce, Fenner & Smith Incorporated and BANC of America Securities LLC. Michelle holds the Series 7, Series 63, SIE, and Series 79TO licenses. Michelle is registered in all 50 states and the District of Columbia.
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
IL
04/26/2023 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
IL
11/01/2010 - 09/15/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
03/10/2009 - 11/01/2010
BANC OF AMERICA SECURITIES LLC (CHICAGO IL)
BC
Issued 07/11/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 04/06/2023
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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