Unclaimed
Michael Misak is an investment advisor representative associated with J.P. Morgan Securities LLC in the Laguna Hills, CA office. Michael has been working in the financial services industry since 2010. Michael has passed both the Series 66 and 63 exams. Prior to joining J.P. Morgan Securities LLC, Michael worked for Chase Investment Services Corp. and Wells Fargo Investments, LLC. Michael is registered to provide investment advice and services in 24 states and is registered with FINRA.
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
03/16/2018 - Present
J.p. Morgan Securities LLC (LAGUNA HILLS CA)
CA
02/09/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LADERA RANCH CA)
CA
11/12/2008 - 12/09/2008
WELLS FARGO INVESTMENTS, LLC (NORCO CA)
BOTH
Issued 05/05/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/26/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2008
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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