Unclaimed
Michael S. Casanova is a financial advisor in San Antonio, Texas. Michael has been in the industry since March 29, 2010 and is currently registered with J.P. Morgan Securities LLC. Prior to joining J.P. Morgan Securities LLC, Michael was affiliated with CHASE INVESTMENT SERVICES CORP.. Michael holds Series 6, Series 63, and SIE licenses and has 1 approved state registration. Michael is an active advisor with J.P. Morgan Securities LLC.
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
TX
10/01/2012 - Present
J.p. Morgan Securities LLC (SAN ANTONIO TX)
TX
03/29/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN ANTONIO TX)
BC
Issued 04/06/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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