Unclaimed
Michael Schoenbrum is a financial advisor currently registered with J.p. Morgan Securities LLC. Michael has been in the industry since 2021 and holds the Series 63, Series 79TO and SIE licenses. Michael is registered to provide financial advice in California 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
1
2
NY
03/29/2021 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
BC
Issued 01/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/26/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Michael Schoenbrum is the right advisor for you? Invested Better is here to help.