Unclaimed
Michael Acevedo is a financial professional with over 10 years of experience in the industry. Michael is currently registered with J.P. Morgan Securities LLC and has previously held positions with Chase Investment Services Corp., Citigroup Global Markets Inc., and Citicorp Investment Services. Michael holds the Series 6, SIE, and Series 99TO licenses. Michael is a member of FINRA and is based in Jersey City, New Jersey.
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
10/01/2012 - Present
J.p. Morgan Securities LLC (Jersey City NJ)
FL
09/18/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BRANDON FL)
FL
05/29/2007 - 08/14/2008
CITIGROUP GLOBAL MARKETS INC. (DORAL FL)
FL
10/24/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (MIAMI FL)
BC
Issued 04/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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