|Other Names:||Michelle Elosta, Michelle S Elosta, Michelle S Johnson ...(see more) ,Michelle S Pino hide|
|Type:||RIA, FINRA Status Unknown|
Michelle Pino is a financial professional at United Planners' Financial Services of America A Limited Partner, a broker-dealer with 435 registered representatives nationwide. Michelle has held an industry securities registration for less than a year and is subject to SEC oversight.
Top AnswersMichelle Sue Pino has not answered any questions on Financial Q&A.
|High Net Worth Individuals|
|Pension and Profit Sharing Plans|
|Corporations or Other Businesses|
*The Client Types data displayed is firm level data as reported on the SEC ADV filing.
|J.P Morgan Securities LLC||3 months, 1 week||Dec 2013 - Present|
|Jpmorgan Chase Bank||3 months, 1 week||Dec 2013 - Present|
|Michelle Pino - Book Author||1 year, 2 months||Oct 2012 - Dec 2013|
|United Planners' Financial Services||1 year, 6 months||Jun 2012 - Dec 2013|
|Cadaret Grant & Co Inc||2 years||Jun 2010 - Jun 2012|
|Advanzia Financial Group||3 years, 11 months||Jan 2010 - Dec 2013|
|National Planning Corporation ("NPC of America" in FL & NY)||5 years, 8 months||Oct 2004 - Jun 2010|
|Trilogy Financial Services||5 years, 3 months||Oct 2004 - Jan 2010|
|Kpmg-Gulf||3 months||Apr 2004 - Jul 2004|
No Disclosures Found
|As of Date||
*A single dispute is often reported by both the SEC and FINRA and therefore will be reported as both an SEC dispute and FINRA dispute in this section.
|General Securities Representative Examination||Series 7||06/07/2007|
|Uniform Investment Adviser Law Examination||Series 65||06/17/2006|
|Uniform Securities Agent State Law Examination||Series 63||11/23/2005|
|Investment Company Products/Variable Contracts Representative Examination||Series 6||11/05/2004|
Types of Compensation Arrangements
- Percentage of Assets
- Hourly Charges
- Fixed Fees