Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Garrison is a financial advisor based in BROOKLYN, NY. Michelle has been working in the financial industry since April 2019. Michelle is currently registered with LPL Financial LLC. Michelle has previously worked at WELLS FARGO CLEARING SERVICES, LLC, LPL Financial LLC and J.P. MORGAN SECURITIES LLC. Michelle holds the following licenses: Series 6, Series 7TO, Series 63, and SIE. Michelle is also registered to do business in the state of New York.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NY
05/17/2024 - Present
LPL Financial LLC (BROOKLYN NY)
NY
11/15/2023 - 03/26/2024
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NY
02/22/2021 - 04/26/2022
LPL FINANCIAL LLC (BROOKLYN NY)
NY
08/11/2017 - 03/04/2021
J.P. MORGAN SECURITIES LLC (BROOKLYN NY)
BC
Issued 08/23/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/22/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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