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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Marie Juras is an investment advisor representative at Highpoint Planning Partners, a registered investment advisor firm. Michelle has been in the financial services industry since 2006. Michelle has a wide range of experience in the industry, including working with high-net-worth individuals, corporations, and charitable organizations. Michelle holds the Series 4, 7, 24, 52TO, 53 and 63 licenses, as well as the SIE exam. Michelle is also a Chartered Financial Consultant (ChFC). Michelle provides financial planning, portfolio management, and other investment advisory services. Michelle is committed to providing her clients with personalized advice and strategies to help them achieve their financial goals.
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.
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
IL
12/08/2021 - Present
Highpoint Planning Partners (DOWNERS GROVE IL)
IL
03/25/2017 - 04/06/2021
MML INVESTORS SERVICES, LLC (DOWNERS GROVE IL)
IL
08/24/2016 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (DOWNERS GROVE IL)
NY
06/30/2016 - 08/24/2016
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
IL
01/19/2006 - 06/30/2016
METLIFE SECURITIES, INC (DOWNERS GROVE IL)
IL
01/19/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (DOWNERS GROVE IL)
IA
Issued 11/05/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2016
Series 4 - Registered Options Principal Examination
BC
Issued 03/28/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/22/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2008
Series 7 - General Securities Representative Examination
BC
Issued 01/18/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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