Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Feldman is a financial advisor with J.P. Morgan Securities LLC, with over 14 years of experience in the financial services industry. Michael holds a Series 66, 7, 79, and SIE licenses. Michael has provided investment advisory services to various client types including corporations, individuals, and charitable organizations. Michael has been registered in 53 states and is currently licensed in all 50 states. Michael is located in Greenvale, 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
07/29/2020 - Present
J.p. Morgan Securities LLC (Greenvale NY)
NY
10/05/2010 - 07/05/2011
DUFF & PHELPS SECURITIES LLC (NEW YORK NY)
IL
10/01/2008 - 08/30/2010
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
IL
10/03/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
BC
Issued 09/02/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/18/2020
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2010
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 10/02/2007
Series 7 - General Securities 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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