Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael I. Kaplan is a financial professional with over 12 years of experience in the securities industry. Michael is a registered representative with J.p. Morgan Securities LLC. Michael has a wide range of experience in investment banking, portfolio management, and financial planning. Michael has a Series 63, Series 79, SIE and Series 24 licenses. Michael holds a Series 63 license which allows Michael to provide investment advice to clients in 53 states. Michael is also a registered representative with J.p. Morgan Securities LLC in Illinois.
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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2
IL
08/30/2010 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
BC
Issued 08/31/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/04/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2010
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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