Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Halfon is a registered representative with J.p. Morgan Securities LLC, and has been in the industry since January 22, 1997. Michael has experience with J.p. Morgan Securities LLC and previously with CHASE INVESTMENT SERVICES CORP. and DEAN WITTER REYNOLDS INC. Michael holds the Series 63, Series 65, Series 7, Series 31 and SIE licenses and is registered in 32 states for broker-dealer and 3 states for investment advisory services.
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
09/20/2013 - Present
J.p. Morgan Securities LLC (New York NY)
NY
03/26/2001 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
01/03/1997 - 03/05/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 02/10/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 12/31/1996
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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