Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jack? Claim Your ProfileJack Mackenzie Miceli is a financial advisor who has been in the industry since 2006. Currently, Jack is registered with Edward Jones in OKEMOS, MI. Jack has been registered with Edward Jones since 2021. Previously, Jack was registered with GWN SECURITIES INC., LEGEND EQUITIES CORPORATION, AXA ADVISORS, LLC, FARMERS FINANCIAL SOLUTIONS, LLC and Edward Jones. Jack has passed the Series 63, Series 66, Series 7, SIE, and Series 6TO exams.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MI
09/12/2023 - Present
Edward Jones (OKEMOS MI)
MI
02/15/2013 - 05/06/2021
GWN SECURITIES INC. (CHELSEA MI)
MI
10/19/2012 - 02/15/2013
LEGEND EQUITIES CORPORATION (BRIGHTON MI)
MI
06/15/2010 - 10/18/2012
AXA ADVISORS, LLC (TROY MI)
MI
11/14/2006 - 06/04/2010
FARMERS FINANCIAL SOLUTIONS, LLC (ANN ARBOR MI)
MI
01/01/2006 - 07/07/2006
EDWARD JONES (BRIGHTON MI)
BOTH
Issued 08/13/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Jack Miceli is the right advisor for you? Invested Better is here to help.
