Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lipani is a financial advisor with J.P. Morgan Securities LLC. Michael has been in the industry since 2014. Michael is registered with FINRA and is licensed to sell securities in Arizona, Connecticut, Delaware, Florida, Hawaii, Louisiana, Maine, Maryland, Nevada, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, Texas, Vermont and Virginia. Michael also provides investment advisory services in New Jersey, New York and Texas. Michael holds the Series 6, 7, 63 and 65 securities licenses. Michael has experience working with corporations, high-net-worth individuals, insurance companies, labor unions, charitable organizations and pension and profit-sharing plans. Michael's previous experience includes working with Citizens Securities, Inc. Michael has a strong understanding of the financial markets and can help clients develop investment strategies to meet 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
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2
NY
12/11/2020 - Present
J.p. Morgan Securities LLC (NEW CITY NY)
NY
05/22/2015 - 11/01/2017
CITIZENS SECURITIES, INC. (NEWARK NY)
NY
12/04/2012 - 01/17/2014
J.P. MORGAN SECURITIES LLC (IRONDEQUOIT NY)
IA
Issued 04/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/03/2012
Series 6 - Investment Company Products/Variable Contracts 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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