Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael A. Calo is a financial professional with over 16 years of experience in the industry. Michael has been registered with J.p. Morgan Securities LLC since 2012, where Michael provides financial planning and portfolio management services to individuals, businesses, and institutions. Prior to joining J.p. Morgan Securities LLC, Michael was with Merrill Lynch, Pierce, Fenner & Smith Incorporated for a brief period and Chase Investment Services Corp. Michael holds a Series 6, 7, 63, and 66 licenses and is registered in multiple states. Michael is committed to providing his clients with personalized financial advice and guidance to help them 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.
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
WI
06/25/2020 - Present
J.p. Morgan Securities LLC (MUSKEGO WI)
WI
05/15/2023 - 05/17/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WAUKESHA WI)
NJ
11/12/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FAIRFIELD NJ)
WI
08/12/2008 - 10/20/2009
NATCITY INVESTMENTS, INC. (GREENDALE WI)
WI
10/11/2006 - 06/25/2008
CHASE INVESTMENT SERVICES CORP. (MILWAUKEE WI)
BOTH
Issued 06/22/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2006
Series 6 - Investment Company Products/Variable Contracts 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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