Unclaimed
Michael Nicholson is a financial professional with over 25 years of experience in the industry. Michael is currently registered with J.p. Morgan Securities LLC as a registered representative. Prior to that, Michael was registered with NationsBanc Montgomery Securities LLC. Michael specializes in providing financial advice to individuals, corporations and high net worth individuals. Michael is licensed to provide financial services in 53 states and holds Series 7, 79TO, and SIE licenses. Michael is committed to providing clients with personalized financial advice and strategies that meet their individual needs.
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
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2
CA
10/20/2023 - Present
J.p. Morgan Securities LLC (Woodland Hills CA)
NY
06/30/1998 - 06/07/1999
NATIONSBANC MONTGOMERY SECURITIES LLC (NEW YORK NY)
BC
Issued 12/06/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/20/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/08/2023
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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