Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Missant Jackson is a financial advisor with Capital Group Private Client Services, Inc. Michelle has been in the financial industry for over 27 years. Michelle has a wide range of experience in providing financial advice and services, including portfolio management, selection of other advisors, and portfolio management for businesses and individuals. Michelle holds several licenses and registrations, including Series 3, 6, 7, 9, 10, 24, 63, 65, and 66. Michelle is also a Certified Financial Planner.
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.
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.
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CA
07/01/2021 - Present
Capital Group Private Client Services, Inc. (LOS ANGELES CA)
GA
09/26/2014 - 07/05/2019
MORGAN STANLEY (ATLANTA GA)
FL
09/04/2012 - 08/12/2014
SIGNATOR INVESTORS, INC. (SARASOTA FL)
NY
07/01/2003 - 03/22/2007
WACHOVIA SECURITIES, LLC (NEW YORK NY)
NY
09/22/1992 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 09/11/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/14/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/19/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/30/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2016
Series 3 - National Commodity Futures Examination
BC
Issued 09/03/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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