Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Lynn Harm is a registered representative with LPL Enterprise, LLC. Michelle has been in the industry since 2001. Michelle holds Series 6, 7, 63, 65, and SIE licenses. Michelle specializes in financial planning, portfolio management, and consulting. Michelle is also a board member of the Suburban Connection Charter Chapter.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
A percentage of the total value of assets under management is charged.
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2
MI
11/14/2024 - Present
LPL Enterprise, LLC (TROY MI)
MI
09/24/2012 - 09/21/2017
HORNOR, TOWNSEND & KENT, INC. (SOUTHFIELD MI)
MI
06/07/2004 - 07/16/2012
EQUITY SERVICES, INC. (ROCHESTER HILLS MI)
CT
10/30/2002 - 05/07/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NA
08/22/1989 - 10/30/1990
COORDINATED CAPITAL SECURITIES OF WI INC.
IA
Issued 12/03/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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