Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Barton is a financial advisor with over 5 years of experience in the industry. Michael is currently registered with J.P. Morgan Securities LLC and is licensed to provide securities and investment advisory services. Michael has previously worked with W&S Brokerage Services, Inc. and UBS Financial Services Inc. Michael holds the Series 6 and SIE licenses and is registered with the state of Louisiana. Michael's focus is on providing financial planning and portfolio management services to individuals, businesses, and institutions.
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
LA
09/07/2021 - Present
J.p. Morgan Securities LLC (LAFAYETTE LA)
LA
06/22/2020 - 11/04/2020
W&S BROKERAGE SERVICES, INC. (Lafayette LA)
LA
07/05/2018 - 12/11/2018
UBS FINANCIAL SERVICES INC. (LAFAYETTE LA)
LA
01/03/2015 - 01/09/2018
J.P. MORGAN SECURITIES LLC (NEW IBERIA LA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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