Unclaimed
Michael Iaquinto is an active broker and investment advisor representative with Edward Jones. Michael joined the firm in November 2008. Michael has been in the securities industry since August 1995. Michael has a current registration with the following state regulators: New Jersey, Texas. Michael also holds the following securities licenses: Series 63, Series 66, Series 7, and Series 52. Michael has been active in advising high-net-worth individuals, corporations, trusts, estates, charitable organizations, and pension and profit-sharing plans.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NJ
01/04/2019 - Present
Edward Jones (MOORESTOWN NJ)
MI
08/29/1995 - 01/24/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 01/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/11/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/28/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael Iaquinto is the right advisor for you? Invested Better is here to help.