Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle German is a financial professional with over 27 years of experience in the industry. Michelle has a Series 7, Series 63 and Series 65 license and holds a SIE certification. Michelle specializes in providing investment consulting services to institutional clients. Michelle has been registered with Wells Fargo Clearing Services, LLC since April 2024. Prior to that, Michelle was a financial advisor at J.P. Morgan Securities LLC, RBC Capital Markets, LLC and Goldman Sachs & Co. LLC. Michelle has been registered in all 50 states.
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.
Investment consulting services to institutional clients
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
04/22/2024 - Present
Wells Fargo Clearing Services, LLC (PALM BEACH FL)
FL
12/20/2023 - 04/20/2024
J.P. MORGAN SECURITIES LLC (PALM BEACH GARDENS FL)
FL
08/26/2022 - 12/07/2023
RBC CAPITAL MARKETS, LLC (PALM BEACH GARDENS FL)
FL
06/06/1996 - 01/14/2022
GOLDMAN SACHS & CO. LLC (WEST PALM BEACH FL)
NY
09/25/1995 - 05/15/1996
AMERICORP SECURITIES, INC. (NEW YORK NY)
IA
Issued 05/03/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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