Unclaimed
Amoree Michalek is a registered representative with J.P. Morgan Securities LLC. Amoree has been in the industry since April 19, 2001, and has held previous roles with Arvest Wealth Management and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Amoree is licensed in Arkansas and Texas. Amoree provides a range of services including financial planning, pension consulting, and selection of other advisers. Amoree Michalek is also a registered investment advisor representative in Arkansas and Texas.
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
AR
11/16/2023 - Present
J.p. Morgan Securities LLC (Little Rock AR)
AR
08/16/2017 - 11/13/2023
ARVEST WEALTH MANAGEMENT (FT SMITH AR)
AR
02/22/2001 - 06/21/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT SMITH AR)
BOTH
Issued 11/21/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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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