Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony Malleo is a financial advisor with J.P. Morgan Securities LLC and has over 10 years of experience in the financial services industry. Michael has a strong track record of providing investment advice and financial planning services to a wide range of clients, including individuals, families, and businesses. Michael holds the Series 6, Series 6TO, and SIE licenses. Michael is registered with the state of Connecticut, New Jersey, and New York.
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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2
NJ
06/02/2023 - Present
J.p. Morgan Securities LLC (ORADELL NJ)
CA
11/07/2013 - 11/10/2017
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
NJ
04/13/2012 - 01/25/2013
MML INVESTORS SERVICES, LLC (CLIFTON NJ)
NJ
07/29/2004 - 10/21/2011
PFS INVESTMENTS INC. (ENGLEWOOD CLIFFS NJ)
BC
Issued 06/16/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/16/2023
SIE - Securities Industry Essentials Examination
BC
Issued 07/28/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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