Unclaimed
Michael P. Boos is a financial professional with over 30 years of experience in the industry. Michael is currently registered with J.p. Morgan Institutional Investments Inc. in Chicago, Illinois. Michael has previously worked at JPMORGAN DISTRIBUTION SERVICES, INC., VAN KAMPEN FUNDS INC., WELLINGTON SALES CORP., KEMPER FINANCIAL SERVICES, INC., and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Michael holds a Series 7, Series 24, Series 63, and SIE licenses. Michael is registered to provide securities services in 19 states.
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.
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.
1
2
IL
01/03/2011 - Present
J.p. Morgan Institutional Investments Inc. (CHICAGO IL)
IL
01/05/2010 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (CHICAGO IL)
IL
04/23/1997 - 12/01/2009
VAN KAMPEN FUNDS INC. (OAKBROOK TERRACE IL)
MA
11/22/1993 - 04/29/1997
WELLINGTON SALES CORP. (BOSTON MA)
NA
05/14/1987 - 10/22/1993
KEMPER FINANCIAL SERVICES, INC.
NA
10/09/1986 - 04/15/1987
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
BC
Issued 03/02/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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