Unclaimed
Marc Micali has been in the industry since 1996 and is currently a registered representative with J.P. Morgan Securities LLC. Prior to that, Marc Micali worked with other firms including CHASE INVESTMENT SERVICES CORP., ALLSTATE FINANCIAL SERVICES, LLC, THE INVESTMENT CENTER, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, JOSEPH DANIELS SECURITIES LLC, SECURITIES SERVICE NETWORK, INC., AMERICAN INVESTMENT SERVICES, INC., and ROYAL ALLIANCE ASSOCIATES, INC. Marc Micali has also passed several securities exams including the Series 63, Series 65, Series 24, Series 52TO, Series 7, and SIE.
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
NJ
02/16/2016 - Present
J.p. Morgan Securities LLC (MANASQUAN NJ)
NJ
12/17/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MANASQUAN NJ)
NJ
08/23/2004 - 12/13/2010
ALLSTATE FINANCIAL SERVICES, LLC (MANAHAWKIN NJ)
NJ
03/30/2000 - 05/27/2004
THE INVESTMENT CENTER, INC. (BEDMINSTER NJ)
NY
03/13/2000 - 05/05/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
08/20/1998 - 07/27/1999
JOSEPH DANIELS SECURITIES LLC (MINNEAPOLIS MN)
TN
06/05/1996 - 07/12/1999
SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)
OK
11/07/1995 - 06/03/1996
AMERICAN INVESTMENT SERVICES, INC. (OKLAHOMA CITY OK)
AZ
02/23/1995 - 11/03/1995
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 01/06/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/1995
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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