Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael D. Zick is a financial advisor with J.p. Morgan Securities LLC. Michael has been a registered representative since 1997 and holds licenses for both securities and investment advisory. Michael has experience working with a variety of clients including high-net-worth individuals, corporations, and pension plans. Michael also has experience working with charitable organizations. Michael is a Certified Financial Planner. Michael is committed to helping 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
1
2
IN
11/17/2022 - Present
J.p. Morgan Securities LLC (Indianapolis IN)
IN
06/01/2012 - 12/06/2018
PNC INVESTMENTS (CARMEL IN)
IN
10/01/2008 - 05/03/2012
J.P. MORGAN SECURITIES LLC (INDIANAPOLIS IN)
IN
07/01/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (INDIANAPOLIS IN)
IN
02/01/1999 - 07/01/2006
BANC ONE SECURITIES CORPORATION (INDIANAPOLIS IN)
IL
05/22/1997 - 02/01/1999
FIRST CHICAGO NBD INVESTMENT SERVICES, INC. (CHICAGO IL)
BOTH
Issued 12/05/2021
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2003
Series 24 - General Securities Principal Examination
BC
Issued 12/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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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