Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Fernandes is a financial professional with over 10 years of experience in the industry. Michael is currently registered with J.P. Morgan Securities LLC in Boston, Massachusetts. Michael's previous experience includes working with Citizens Securities, Inc. in Newton, Massachusetts. Michael holds a variety of licenses and certifications including the Series 6, 63, 65 and SIE exams. Michael is also a Registered Representative with FINRA and is registered in the states of Maine, Massachusetts, New Hampshire and Rhode Island. Michael specializes in investment advisory, financial planning, and portfolio management for individuals and businesses.
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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MA
01/02/2024 - Present
J.p. Morgan Securities LLC (Boston MA)
MA
10/05/2012 - 09/23/2021
CITIZENS SECURITIES, INC. (NEWTON MA)
BC
Issued 01/16/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/31/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/07/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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