Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Roberts is a financial advisor with J.p. Morgan Securities LLC, a well-established firm managing over $50 billion in assets. Michael has been in the financial industry since 2001, and brings extensive experience to their clients. Michael is registered to offer investment advice in 27 states and is dedicated to providing comprehensive financial guidance.
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
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2
MI
01/21/2018 - Present
J.p. Morgan Securities LLC (PONTIAC MI)
MI
05/18/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ROCHESTER MI)
MI
10/23/2009 - 05/04/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TROY MI)
MI
10/24/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (TROY MI)
MI
11/08/2006 - 10/24/2008
LASALLE FINANCIAL SERVICES, INC. (TROY MI)
MI
07/06/2005 - 09/26/2006
CHASE INVESTMENT SERVICES CORP. (ROCHESTER MI)
IL
06/22/2001 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MN
10/05/2000 - 04/30/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/05/2000 - 04/30/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 01/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2000
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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