Unclaimed
Michael Kevin Minnis is a financial advisor registered with J.p. Morgan Securities LLC in MESA, Arizona. Michael has been in the financial services industry since 2007. Michael holds a Series 6, Series 63, and SIE license. Michael specializes in investment company products, variable contracts, insurance companies, high net worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. Michael is also able to provide financial planning, pension consulting, and selection of other advisors.
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
AZ
10/01/2012 - Present
J.p. Morgan Securities LLC (MESA AZ)
AZ
10/15/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SCOTTSDALE AZ)
BC
Issued 10/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Minnis is the right advisor for you? Invested Better is here to help.