Unclaimed
Michael Potter is a Financial Advisor, registered with FINRA and a Series 6TO and SIE license holder. Michael works at J.P. Morgan Securities LLC and has been in the industry since 2020. He is currently registered to provide investment advice in Florida. Michael has a branch office located in Delray Beach, Florida at 4899 W Atlantic Ave.
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
FL
03/09/2020 - Present
J.p. Morgan Securities LLC (DELRAY BEACH FL)
BC
Issued 03/09/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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