Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Warner is a registered representative with J.P. Morgan Securities LLC and has been in the securities industry since 2018. Michelle is licensed to conduct business in Connecticut, New Jersey and New York and holds the Series 6, SIE and Series 63 licenses. Michelle is also a Registered Representative in the State of New York. Michelle's firm, J.P. Morgan Securities LLC, is a registered broker-dealer and investment advisor with over $50 billion in assets under management. The firm provides a wide range of financial services, including portfolio management, financial planning and selection of other advisors. The firm serves a variety of clients, including high-net-worth individuals, corporations and charitable organizations.
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
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2
NY
04/14/2023 - Present
J.p. Morgan Securities LLC (BROOKLYN NY)
NY
05/11/2018 - 02/13/2022
J.P. MORGAN SECURITIES LLC (BROOKLYN NY)
BC
Issued 05/23/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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