Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michelle? Claim Your ProfileMichelle Liu is a registered representative with J.P. Morgan Securities LLC. Michelle is a Series 7 and Series 66 licensed professional with over 10 years of experience in the financial services industry. Prior to joining J.P. Morgan, Michelle was a registered representative with Charles Schwab & Co., Inc. Michelle is active in both the broker-dealer and investment advisor businesses. Michelle provides portfolio management for individuals and businesses, as well as financial planning services. Michelle has a strong track record of providing excellent client service and helping clients 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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
08/27/2018 - Present
J.p. Morgan Securities LLC (SAN CARLOS CA)
CA
11/18/2015 - 08/23/2018
CHARLES SCHWAB & CO., INC. (San Francisco CA)
CA
04/28/2014 - 10/13/2015
BANCWEST INVESTMENT SERVICES, INC. (SAN FRANCISCO CA)
BOTH
Issued 01/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/2014
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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