Unclaimed
Michael Hershey is a financial advisor with over 40 years of experience in the financial services industry. Michael is currently registered with J.P. Morgan Securities LLC, and has previously been registered with Oppenheimer & Co. Inc., CIBC World Markets Corp., and several other firms. Michael is registered to offer investment advice in 42 states, including New York, California, Texas, and Washington. Michael has a wide range of experience and expertise, offering financial planning services, portfolio management for individuals and businesses, and selection of other advisers. Michael is committed to providing his clients with personalized financial advice and guidance.
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
NY
08/29/2003 - Present
J.p. Morgan Securities LLC (WHITE PLAINS NY)
NY
01/03/2003 - 09/05/2003
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
10/08/1984 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NA
04/03/1988 - 04/18/1995
OPPENHEIMER & CO., INC.
NA
04/17/1984 - 09/27/1984
CRALIN & CO., INC.
NA
06/27/1983 - 12/02/1983
PORTFOLIO PROGRAMMING, INC.
NA
07/09/1982 - 11/09/1982
BRETCOURT SECURITIES CORPORATION
BC
Issued 05/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1984
Series 7 - General Securities Representative Examination
BC
Issued 03/03/1982
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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