Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Lee is a financial advisor at J.P. Morgan Securities LLC. Michael has been in the financial services industry since October 30, 2014. Michael has Series 7, Series 66, and SIE licenses. Michael is registered in Arizona, California, Hawaii, Massachusetts, Michigan, Nevada, and Texas. Michael's previous employers include Merrill Lynch, Pierce, Fenner & Smith Incorporated and Park Avenue Securities LLC. Michael specializes in financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Michael is also the sole owner of a rental property in West Covina, California.
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
10/19/2022 - Present
J.p. Morgan Securities LLC (MONTEREY PARK CA)
CA
10/11/2016 - 10/13/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN GABRIEL CA)
CA
06/04/2010 - 04/17/2012
PARK AVENUE SECURITIES LLC (DIAMOND BAR CA)
CA
04/09/2010 - 05/11/2010
WADDELL & REED, INC. (ONTARIO CA)
BOTH
Issued 02/06/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2016
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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