Unclaimed
Michael Dewey is an active broker and investment advisor representative with J.p. Morgan Securities LLC. Michael has been in the financial services industry for over 12 years. Michael's previous employers include J.P. MORGAN SECURITIES INC., Beach Investment Counsel Inc, BNY Mellon Wealth Management, and Unemployed Garden Leave. Michael holds Series 7, SIE, and 63 securities licenses. Michael also holds Series 65 and is registered as an Investment Advisor Representative in Pennsylvania and Texas. Michael has been registered as a broker in all 50 states and the District of Columbia. Michael's professional experience includes financial planning, pension consulting, and portfolio management for businesses and individuals.
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
PA
03/27/2024 - Present
J.p. Morgan Securities LLC (Philadelphia PA)
NY
05/01/2001 - 08/30/2005
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
07/26/2000 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
IA
Issued 03/27/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/10/2018
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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