Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael R. Curley is a Registered Representative with Cambridge Investment Research Advisors, Inc. Michael Curley has been in the industry since February 23, 1996. Michael Curley currently works out of the Staten Island, NY branch office. Michael Curley also has a branch office location in Walton, NY. Prior to joining Cambridge, Michael Curley was employed by J.P. Morgan Securities LLC, Chase Investment Services Corp., Bernard Herold & Co., Inc., Citigroup Global Markets Inc., and Donaldson, Lufkin & Jenrette Securities Corporation. Michael Curley is registered in the following states: Florida, New Jersey, New York, Pennsylvania.
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.
Solicitation fees from 3rd party money managers
1
2
NY
04/09/2021 - Present
Cambridge Investment Research Advisors, Inc. (Staten Island NY)
NY
10/01/2012 - 08/26/2020
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
10/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
04/03/2006 - 09/21/2009
BERNARD HEROLD & CO., INC. (STATEN ISLAND NY)
NY
04/11/2002 - 03/06/2006
CITIGROUP GLOBAL MARKETS INC. (STATEN ISLAND NY)
NJ
01/17/1996 - 04/09/2002
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BOTH
Issued 05/02/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 01/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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