Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Santori is a financial professional with over 20 years of experience in the industry. Michael is currently registered with J.p. Morgan Securities LLC. Previously, Michael was registered with BANC OF AMERICA INVESTMENT SERVICES, INC. and CAL FED INVESTMENTS. Michael holds the Series 6, Series 63, Series 6TO and SIE licenses.
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
06/04/2024 - Present
J.p. Morgan Securities LLC (LOS ANGELES CA)
CA
03/14/2003 - 11/30/2006
BANC OF AMERICA INVESTMENT SERVICES, INC. (HOLLYWOOD CA)
CA
12/07/1999 - 04/16/2002
CAL FED INVESTMENTS (SACRAMENTO CA)
CA
06/22/1998 - 07/30/1999
CAL FED INVESTMENTS (SACRAMENTO CA)
BC
Issued 06/18/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/20/2024
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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