Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew MacMichael is an active financial advisor with over 25 years of experience in the industry. Matthew is registered with both J.P. Morgan Securities LLC and J.P. Morgan Private Wealth Advisors LLC. Matthew has specialized in providing financial services for individuals, high net worth individuals, businesses, pension and profit-sharing plans, corporations, insurance companies, labor unions and charitable organizations.
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
WA
11/21/2023 - Present
J.p. Morgan Securities LLC (Bellevue WA)
WA
07/09/2021 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Bellevue WA)
WA
11/30/2012 - 07/06/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BELLEVUE WA)
NJ
12/11/2009 - 12/11/2012
MORGAN STANLEY (MT. LAUREL NJ)
NJ
08/05/1998 - 12/24/2009
SII INVESTMENTS, INC. (MOORESTOWN NJ)
IN
01/30/1998 - 12/31/1999
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
AZ
10/09/1997 - 08/14/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BOTH
Issued 08/29/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/25/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/19/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/26/1999
Series 24 - General Securities Principal 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 02/12/2016
Series 3 - National Commodity Futures Examination
BC
Issued 10/20/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 10/08/1997
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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