Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Jacob Morcos is an investment advisor representative with Hightower Advisors, LLC. Michael has been working in the financial services industry since 1995. Michael is registered with the state of Illinois as an Investment Advisor Representative (IAR) and has Series 6, 7, 63 and 65 licenses. Michael specializes in providing financial planning services, portfolio management for individuals and businesses, and selection of other advisors. Michael is also a member of the board of advisors for a private foundation.
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.
Treasury management for corporate clients
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
01/04/2022 - Present
Hightower Advisors, LLC (Aurora IL)
IL
07/20/2011 - 12/31/2021
AUSDAL FINANCIAL PARTNERS, INC. (AURORA IL)
IL
07/27/2001 - 07/20/2011
LPL FINANCIAL LLC (AURORA IL)
NY
01/07/1995 - 05/25/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 08/02/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/23/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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