Unclaimed
Harold Michael Izquierdo macias is an active investment advisor representative in New York. Harold Michael Izquierdo macias is registered with J.p. Morgan Securities LLC and has been in the industry since 2020. Harold Michael Izquierdo macias has passed the Series 63, Series 66, Series 7TO, and SIE exams. Harold Michael Izquierdo macias also has licenses in several states, including California, Connecticut, District of Columbia, Hawaii, Missouri, New Jersey, New York, Pennsylvania, Virginia, and Washington. Harold Michael Izquierdo macias provides financial planning, pension consulting, and selection of other advisers.
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
10/23/2023 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
BOTH
Issued 07/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/24/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/19/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/25/2020
SIE - Securities Industry Essentials 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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