Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Reese is a financial advisor with Janney Montgomery Scott LLC. Michael has been in the financial services industry since 2008. Michael is registered with the state of Pennsylvania as a Registered Representative. Michael has a Series 7, Series 31, and Series 66 license. Michael is a limited partner with DMJM GROUP LP.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
08/16/2024 - Present
Janney Montgomery Scott LLC (LIGONIER PA)
PA
05/19/2009 - 09/11/2014
STIFEL, NICOLAUS & COMPANY, INCORPORATED (PITTSBURGH PA)
PA
03/12/2008 - 05/13/2009
UBS FINANCIAL SERVICES INC. (PITTSBURGH PA)
BOTH
Issued 03/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/11/2012
Series 31 - Futures Managed Funds Examination
BC
Issued 03/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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