Unclaimed
Michael Alves enter is a licensed securities professional with J.p. Morgan Securities LLC. Michael holds the Series 63, Series 6TO and SIE licenses and is registered in North Carolina. Michael has a diverse range of specializations and experience. Michael has a strong background in providing financial planning and portfolio management services to individuals, businesses, and institutions. Michael is dedicated to providing customized and professional financial advice to help clients 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
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NC
03/29/2024 - Present
J.p. Morgan Securities LLC (Chapel Hill NC)
BC
Issued 04/16/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/02/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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