Unclaimed
Michael Quinn McCourt is a financial advisor with over 18 years of experience in the financial services industry. Michael is currently registered with Morgan Stanley in Jersey City, NJ. Michael has a broad range of experience, having previously held roles at E*TRADE SECURITIES LLC, E*TRADE CLEARING LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael has demonstrated expertise in various areas, including securities, options, and commodities. Michael has a deep understanding of the financial markets and is committed to providing clients with personalized investment advice and solutions.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
07/14/2022 - Present
Morgan Stanley (Jersey City NJ)
NJ
05/08/2014 - 06/03/2024
E*TRADE SECURITIES LLC (Jersey City NJ)
NJ
12/17/2007 - 09/30/2016
E*TRADE CLEARING LLC (Jersey City NJ)
NJ
03/29/2006 - 12/17/2007
E*TRADE SECURITIES LLC (JERSEY CITY NJ)
NY
01/01/2005 - 12/12/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 03/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/06/2007
Series 4 - Registered Options Principal Examination
BC
Issued 05/11/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2013
Series 3 - National Commodity Futures Examination
BC
Issued 12/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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