Unclaimed
Michael Iervoline is a financial advisor with J.p. Morgan Securities LLC, located in Fair Haven, NJ. Michael has over 25 years of experience in the financial services industry. Michael specializes in providing financial planning and investment management services for individuals and businesses. Michael is registered with the Securities and Exchange Commission (SEC) and holds a Series 7, 24, 55, 57, and 66 licenses.
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
NJ
08/16/2019 - Present
J.p. Morgan Securities LLC (Fair Haven NJ)
NJ
03/22/2016 - 06/14/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
NY
04/28/2015 - 03/03/2016
PRIME EXECUTIONS, INC. (NEW YORK NY)
NY
02/19/2008 - 06/04/2015
RAYMOND C. FORBES & CO., INC. (NEW YORK NY)
NY
04/04/2011 - 03/09/2012
SURKIS INCORPORATED (NEW YORK NY)
NY
07/20/2006 - 11/26/2008
CJM SECURITIES, INC. (NEW YORK NY)
NY
02/03/2006 - 07/17/2006
BAY CREST PARTNERS, LLC (NEW YORK NY)
NY
09/12/2002 - 02/09/2006
INSTITUTIONAL DIRECT INC. (NEW YORK NY)
CA
09/01/1998 - 07/23/2002
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
CA
10/01/1997 - 09/01/1998
BANCAMERICA ROBERTSON STEPHENS (SAN FRANCISCO CA)
CA
09/20/1996 - 10/01/1997
ROBERTSON, STEPHENS & COMPANY LLC (SAN FRANCISCO CA)
BOTH
Issued 04/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/19/1988
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
Not sure Michael Iervoline is the right advisor for you? Invested Better is here to help.