Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Treweek is a registered representative with Citizens JMP Securities, LLC in Boston, MA. Michelle has been in the financial services industry for over 8 years. Michelle has passed the Series 7, SIE and Series 66 exams and is currently registered with the state of Rhode Island. Prior to joining Citizens JMP Securities, LLC, Michelle worked for CITIZENS CAPITAL MARKETS, J.P. MORGAN SECURITIES LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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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MA
08/01/2023 - Present
Citizens JMP Securities, LLC (BOSTON MA)
MA
05/08/2019 - 08/01/2023
CITIZENS CAPITAL MARKETS (BOSTON MA)
MA
10/02/2015 - 03/04/2019
J.P. MORGAN SECURITIES LLC (BOSTON MA)
RI
03/09/2015 - 09/30/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)
BOTH
Issued 05/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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