Unclaimed
Stephanie Michielli is a registered representative with J.p. Morgan Securities LLC, where she has been employed since April 22, 2024. She is registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99TO). Stephanie has been working in the financial industry for over 100 days. Her office is located at 4041 Ogletown Stanton Rd, Newark, Delaware.
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
DE
04/22/2024 - Present
J.p. Morgan Securities LLC (Newark DE)
BC
Issued 04/20/2024
Series 99TO - Operations Professional Examination
BC
Issued 02/17/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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