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 Taylor is a financial professional with over 10 years of experience in the financial services industry. Michelle is currently registered with J.p. Morgan Securities LLC as a Series 6 and Series 63 licensed professional. Michelle has a strong track record of success in providing financial advice to individual investors. Michelle holds a Series 6 license, allowing her to offer investment company and variable contracts products, and also holds a Series 63 license, qualifying her to conduct securities transactions in the state of Indiana. Michelle's previous experience includes working with Banc One Securities Corporation, providing financial services in Chicago, Illinois.
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
IN
06/09/2022 - Present
J.p. Morgan Securities LLC (HOBART IN)
IN
02/03/2014 - 07/13/2020
J.P. MORGAN SECURITIES LLC (PORTAGE IN)
IL
04/03/2003 - 02/16/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 04/16/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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