Unclaimed
Michael Valeant is a financial advisor with J.P. Morgan Institutional Investments Inc. in New York, NY. Michael has been working in the financial services industry since 2003. Michael is registered with FINRA and has a Series 7, Series 24, and Series 66 license. Michael is also registered in New York. Before joining J.P. Morgan Institutional Investments Inc., Michael worked at DEUTSCHE AM DISTRIBUTORS, INC., MML INVESTORS SERVICES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY.
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
NY
12/20/2017 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
IL
03/16/2004 - 12/26/2017
DEUTSCHE AM DISTRIBUTORS, INC. (CHICAGO IL)
MA
02/19/2003 - 11/03/2003
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MN
01/02/2003 - 01/13/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/02/2003 - 01/13/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/25/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Valeant is the right advisor for you? Invested Better is here to help.