Unclaimed
Michael J. Siani is a financial advisor with over 20 years of experience in the industry. Michael is currently registered with J.p. Morgan Securities LLC in Clinton, NJ. Michael specializes in providing financial advice and portfolio management to a wide range of clients, including individuals, corporations, and institutions. Previously, Michael has worked with Santander Securities LLC, Wells Fargo Advisors, LLC, BANC OF AMERICA INVESTMENT SERVICES, INC., PNC INVESTMENTS, Wachovia Securities, LLC and First Union Brokerage Services, INC. Michael holds the Series 6, SIE, and Series 63 licenses. Michael is committed to providing his clients with personalized service and sound financial advice.
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
09/22/2021 - Present
J.p. Morgan Securities LLC (Clinton NJ)
NJ
01/30/2014 - 12/07/2020
SANTANDER SECURITIES LLC (LAWRENCEVILLE NJ)
NJ
06/19/2009 - 03/21/2012
WELLS FARGO ADVISORS, LLC (LAMBERTVILLE NJ)
NJ
08/15/2006 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (FLEMINGTON NJ)
NJ
01/23/2006 - 07/18/2006
PNC INVESTMENTS (FLEMINGTON NJ)
MO
10/01/2000 - 11/03/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
05/23/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BC
Issued 05/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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