Unclaimed
Michael Kurt Veit is a financial advisor with J.P. Morgan Securities LLC. Michael Veit has been in the financial services industry since 2000. Michael Veit holds the Series 7, Series 63 and Series 65 licenses and the SIE exam. Michael Veit has been registered with the Securities and Exchange Commission (SEC) since 2000 and currently holds the Series 65, Series 7 and Series 63 licenses. Michael Veit is currently registered with J.P. Morgan Securities LLC in the state of California, Minnesota and Texas. Previously, Michael Veit was also registered with Wells Fargo Advisors, LLC, Banc of America Investment Services, Inc., Wells Fargo Investments, LLC and Wells Fargo Securities Inc. Michael Veit has specialized in investments, financial planning and portfolio management for individuals 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
CA
08/08/2019 - Present
J.p. Morgan Securities LLC (SANTA ROSA CA)
CA
07/03/2013 - 06/01/2017
J.P. MORGAN SECURITIES LLC (WINDSOR CA)
CA
03/16/2009 - 07/01/2013
WELLS FARGO ADVISORS, LLC (SAN FRANCISCO CA)
CA
10/10/2003 - 03/16/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SAN FRANCISCO CA)
CA
05/02/2001 - 10/29/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
05/11/2000 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
CA
03/07/2000 - 05/02/2000
AMERICAL SECURITIES, INC. (SAN FRANCISCO CA)
IA
Issued 11/02/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2000
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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