Unclaimed
Michael Mavredakis is a financial advisor with over 9 years of experience in the industry. Michael has a strong background in financial services, having worked for several major firms including Morgan Stanley, Merrill Lynch, and TCW Funds Distributors. Michael is currently a Registered Representative and Investment Advisor Representative with J.P. Morgan Securities LLC. Michael is licensed in 53 states and jurisdictions, as well as registered with FINRA and the SEC. Michael specializes in providing financial planning, pension consulting and portfolio management services to individuals, businesses, and high-net-worth clients.
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
09/19/2024 - Present
J.p. Morgan Securities LLC (LOS ANGELES CA)
CA
09/01/2020 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (LOS ANGELES CA)
NY
09/02/2015 - 08/24/2020
TCW FUNDS DISTRIBUTORS LLC (NEW YORK NY)
CA
02/06/2015 - 08/10/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEVERLY HILLS CA)
CA
08/18/2014 - 02/23/2015
MORGAN STANLEY (WOODLAND HILLS CA)
BOTH
Issued 09/26/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2014
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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