Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kuziw is an investment advisor representative at J.p. Morgan Securities LLC. Michael has been in the financial services industry since 1998 and holds the Series 7, Series 63, and Series 65 licenses. Michael has been registered with J.p. Morgan Securities LLC since 2022. Previously, Michael was employed by Wealthspire / Lenox Wealth Advisors, LLC, MML Investors Services, LLC, and Phoenix Equity Planning Corporation. Michael has a broad range of experience in financial planning, portfolio management, and investment advisory services.
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
NY
11/21/2022 - Present
J.p. Morgan Securities LLC (New York NY)
CA
03/18/2005 - 08/02/2018
MML INVESTORS SERVICES, LLC (SAN FRANCISCO CA)
CT
02/14/2001 - 01/05/2005
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
MN
02/24/1998 - 12/15/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/24/1998 - 12/15/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 07/07/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/10/2006
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/10/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/1998
Series 7 - General Securities 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
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