Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Coffee is a financial advisor at J.P. Morgan Securities LLC. Michael has been in the financial services industry for over two decades and is registered to provide advisory services in 53 states and the District of Columbia. Michael's advisory experience includes work with various clients, including high-net-worth individuals, corporations, insurance companies, and charitable organizations. Michael specializes in financial planning, portfolio management, and selection of other advisors 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
TX
06/26/2014 - Present
J.p. Morgan Securities LLC (RICHARDSON TX)
MD
03/16/2011 - 11/23/2012
RYDEX DISTRIBUTORS, LLC (ROCKVILLE MD)
TX
06/01/2009 - 03/10/2011
MORGAN STANLEY SMITH BARNEY (DALLAS TX)
TX
03/17/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LUFKIN TX)
NY
04/02/2007 - 03/12/2008
MORGAN STANLEY & CO., INCORPORATED (PURCHASE NY)
NY
01/31/2003 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
08/28/2000 - 11/05/2002
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NC
08/28/1998 - 10/14/1999
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 03/21/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/24/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/14/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/27/1998
Series 6 - Investment Company Products/Variable Contracts 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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