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 Look has been in the financial services industry since 2000. Currently, Michael is registered with J.p. Morgan Securities LLC, and is active in both Broker-Dealer and Investment Advisor roles. Michael has previously held positions with Chase Investment Services Corp., LPL Financial LLC, H&R Block Financial Advisors, Inc., and Citigroup Global Markets Inc.. Michael holds a Series 63, Series 65, Series 7, and Series 24 license. Michael's primary office is in Fort Collins, Colorado and is registered in 34 states as a Broker-Dealer and 2 states as an Investment Advisor. Michael specializes in providing financial advice to individuals, corporations, high net worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and labor unions.
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
CO
09/20/2013 - Present
J.p. Morgan Securities LLC (FT COLLINS CO)
CO
09/30/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LOVELAND CO)
CO
06/02/2006 - 06/06/2011
LPL FINANCIAL LLC (FORT COLLINS CO)
FL
01/30/2004 - 06/07/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (CAPE CORAL FL)
NY
06/19/2000 - 02/11/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 07/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2000
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
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