Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Daniel Michelson is a financial professional with over 13 years of experience in the industry. John is currently registered with Pershing LLC and holds licenses in Florida and New Jersey. John has worked for several firms including NYLIFE Securities LLC, Scottrade, Inc., and Charles Schwab & Co., Inc. John has a strong background in the financial services industry and is committed to providing his clients with personalized financial advice. John has passed the Series 66, 24, 52TO, SIE, and 7 exams. John has a strong understanding of the financial markets and is committed to helping his clients achieve their financial goals.
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.
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.
1
2
FL
11/17/2021 - Present
Pershing LLC (LAKE MARY FL)
NY
12/27/2018 - 10/18/2021
NYLIFE SECURITIES LLC (NEW YORK NY)
NY
05/25/2010 - 03/08/2018
SCOTTRADE, INC. (WHITE PLAINS NY)
OH
11/09/2007 - 09/11/2009
CHARLES SCHWAB & CO., INC. (RICHFIELD OH)
BOTH
Issued 08/07/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/20/2024
Series 24 - General Securities Principal Examination
BC
Issued 07/31/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 03/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2007
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
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
MIAX Sapphire
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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