Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael John Kapp is a financial advisor with over 30 years of experience in the industry. Michael is currently registered with B. Riley Wealth Advisors, Inc. in Randolph, NJ. Before joining B. Riley Wealth Advisors, Inc., Michael was associated with B. RILEY WEALTH MANAGEMENT in Parsippany, NJ from 2010 to 2022 and previously with JESUP & LAMONT SECURITIES CORP. Michael offers a range of financial services, including financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. Michael is also able to provide educational seminars to clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NJ
09/08/2022 - Present
B. Riley Wealth Advisors, Inc. (Randolph NJ)
NJ
07/19/2010 - 08/31/2022
B. RILEY WEALTH MANAGEMENT (Parsippany NJ)
NJ
11/13/2008 - 07/15/2010
JESUP & LAMONT SECURITIES CORP (PARSIPPANY NJ)
NJ
09/26/1992 - 12/08/2008
FINANCIAL NORTHEASTERN SECURITIES, INC. (FAIRFIELD NJ)
IA
Issued 08/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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