Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Wilcox is a financial advisor at J.P. Morgan Securities LLC in Springfield, Missouri. Michael has been a registered financial professional since 1994 and has experience in the industry since 1994. Michael's professional certifications include Series 6, Series 7, Series 10, Series 31, Series 63, Series 65, and the SIE Exam. Michael is a Certified Financial Planner. Michael provides investment advisory services to individuals, businesses, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Michael is also registered with the states of Missouri, Texas, Kansas, and North Carolina.
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
MO
07/25/2024 - Present
J.p. Morgan Securities LLC (Springfield MO)
MO
04/01/2024 - 07/18/2024
EDWARD JONES (ST. LOUIS MO)
MO
10/15/2003 - 01/11/2024
CHARLES SCHWAB & CO., INC. (Chesterfield MO)
MO
06/14/2002 - 10/01/2003
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
NJ
05/21/1999 - 07/01/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NY
04/26/1995 - 05/27/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
03/24/1994 - 11/14/1994
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
03/24/1994 - 11/14/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
02/21/1989 - 03/23/1989
FIRST INVESTORS CORPORATION
IA
Issued 07/26/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/29/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 06/22/1995
Series 7 - General Securities Representative Examination
BC
Issued 03/23/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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
Not sure Michael Wilcox is the right advisor for you? Invested Better is here to help.
