Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Omelio is a financial advisor with over 15 years of experience in the industry. Michael is currently registered with J.P. Morgan Securities LLC. Michael has been a registered representative since 2002 and has held various positions at several financial institutions, including Investors Financial Corporation, Chase Investment Services Corp., ING Financial Partners, Inc., and Wachovia Securities, LLC. Michael holds FINRA Series 6, 7, 63, and 65 licenses and the SIE exam. Michael is a registered representative and investment advisor representative in California, Connecticut, Florida, New Jersey, New York, North Carolina, Texas, and Wyoming. Michael has a strong track record of providing financial advice to individuals, families, and businesses.
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
11/16/2017 - Present
J.p. Morgan Securities LLC (SUMMIT NJ)
NJ
08/19/2016 - 11/13/2017
INVEST FINANCIAL CORPORATION (MILLBURN NJ)
NJ
10/01/2012 - 08/25/2016
J.P. MORGAN SECURITIES LLC (MOUNT FREEDOM NJ)
NY
12/16/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NJ
02/22/2008 - 11/17/2009
ING FINANCIAL PARTNERS, INC. (BRIDGEWATER NJ)
NJ
05/08/2007 - 02/12/2008
WACHOVIA SECURITIES, LLC (SOMERVILLE NJ)
NY
05/27/2005 - 08/21/2006
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NJ
11/12/2004 - 05/16/2005
PRUCO SECURITIES, LLC. (NEWARK NJ)
NY
09/09/2004 - 10/21/2004
AXA ADVISORS, LLC (NEW YORK NY)
NJ
07/01/2002 - 08/30/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
Issued 5/10/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2003
Series 7 - General Securities Representative Examination
BC
Issued 6/27/2002
Series 6 - Investment Company Products/Variable Contracts 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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