Unclaimed
Michael F. Starshak is a registered representative with J.P. Morgan Securities LLC since October 2016. Michael has been in the industry since November 1994. Michael is licensed in 22 states and has both Series 63 and Series 65 licenses.
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
WI
11/10/2016 - Present
J.p. Morgan Securities LLC (OSHKOSH WI)
WI
03/26/2012 - 12/31/2012
CONCORDE INVESTMENT SERVICES, LLC (BERLIN WI)
WI
01/04/2011 - 03/27/2012
STERNE AGEE FINANCIAL SERVICES, INC. (KEWASKUM WI)
WI
07/15/2009 - 08/24/2010
CEDAR CREEK SECURITIES, INC. (MILWAUKEE WI)
WI
01/15/2008 - 06/12/2009
UVEST FINANCIAL SERVICES GROUP, INC. (BERLIN WI)
WI
02/27/2006 - 12/31/2007
UVEST FINANCIAL SERVICES GROUP, INC. (BERLIN WI)
IL
10/16/2001 - 02/27/2006
FOCUSED INVESTMENTS L.L.C. (CHICAGO IL)
BC
Issued 12/09/2016
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2016
Series 7 - General Securities Representative Examination
BC
Issued 01/11/1995
Series 2 - Non-Member General Securities 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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