Unclaimed
Michael Minnella is an investment advisor representative registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Michael has been in the securities industry since July 9, 2008. Michael is registered in 30 states and the District of Columbia. Michael is a licensed investment advisor representative in New Jersey and Texas. Michael's previous employers include J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., J.P. TURNER & COMPANY, L.L.C., and NATIONAL SECURITIES CORPORATION.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NJ
05/05/2017 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RED BANK NJ)
NJ
10/01/2012 - 08/25/2016
J.P. MORGAN SECURITIES LLC (OLD BRIDGE NJ)
NJ
10/29/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (OLD BRIDGE NJ)
NJ
05/07/2009 - 09/18/2009
J.P. TURNER & COMPANY, L.L.C. (RED BANK NJ)
NJ
09/19/2008 - 05/01/2009
J.P. TURNER & COMPANY, L.L.C. (RED BANK NJ)
NJ
05/26/2008 - 10/13/2008
NATIONAL SECURITIES CORPORATION (ISELIN NJ)
IA
Issued 11/16/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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