Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Lee is a financial advisor with Fidelity Brokerage Services LLC. Michelle has been in the financial services industry since 2017. Michelle holds a Series 6, 7, 63, 9, 10 and SIE license. Michelle is registered to sell securities in 53 states. Michelle was previously with J.P. MORGAN SECURITIES LLC in Mountain View, CA.
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.
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.
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KY
11/11/2019 - Present
Fidelity Brokerage Services LLC (COVINGTON KY)
CA
08/21/2017 - 10/30/2019
J.P. MORGAN SECURITIES LLC (MOUNTAIN VIEW CA)
BC
Issued 08/31/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/16/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/22/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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