Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael G. Bourgeois is a financial advisor with over 10 years of experience in the industry. Michael has a Series 7 and Series 66 license and is registered to provide investment advice in 53 states and the District of Columbia. Michael works with a wide range of clients, including individuals, families, businesses, and institutions. Michael's primary focus is on providing comprehensive financial planning and investment management services. He has a proven track record of helping clients achieve their financial goals. Michael is currently affiliated with J.P. Morgan Securities LLC. Prior to joining J.P. Morgan Securities, Michael worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael is committed to providing his clients with personalized service and the highest level of professional expertise.
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
FL
02/14/2020 - Present
J.p. Morgan Securities LLC (PALM BEACH GARDENS FL)
FL
01/31/2018 - 02/18/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WEST PALM BEACH FL)
FL
03/18/2016 - 07/26/2017
J.P. MORGAN SECURITIES LLC (DELRAY BEACH FL)
FL
09/04/2013 - 02/23/2016
TD AMERITRADE, INC. (FT. LAUDERDALE FL)
FL
04/10/2009 - 08/06/2013
FIDELITY BROKERAGE SERVICES LLC (BOCA RATON FL)
BOTH
Issued 10/07/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2009
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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