Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Michel is a financial advisor with J.P. Morgan Securities LLC in BROOKLYN, NY. William has been working in the financial industry since 1985 and has a wide range of experience. William holds a Series 7 and Series 63 license, and is registered with FINRA and several states. William is also a registered investment advisor. In addition to working with J.P. Morgan Securities LLC, William is involved in another business, Michel Realty, LLC. William works with a variety of clients, including high-net-worth individuals, corporations, and pension and profit-sharing plans.
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
NY
09/19/2013 - Present
J.p. Morgan Securities LLC (BROOKLYN NY)
NY
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BROOKLYN NY)
NY
05/01/2002 - 05/02/2009
WAMU INVESTMENTS, INC. (BROOKLYN NY)
NY
09/29/1995 - 05/01/2002
DIME SECURITIES, INC. (BROOKLYN NY)
NA
02/13/1991 - 09/29/1995
GRIFFIN FINANCIAL SERVICES
NY
02/27/1987 - 03/01/1991
OPPENHEIMER & CO., INC. (NEW YORK NY)
NA
07/23/1985 - 02/21/1987
THE STUART-JAMES COMPANY, INC.
IA
Issued 12/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
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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