Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Schanna is a financial advisor with over 23 years of experience in the financial services industry. Michael has held various roles at firms like Goldman, Sachs & Co., Northwestern Mutual Investment Services, LLC, and J.P. Morgan Securities LLC. Michael currently works with J.P. MORGAN SECURITIES LLC and J.P. MORGAN PRIVATE WEALTH ADVISORS LLC, serving clients in Newport Beach, California, and other locations. Michael offers financial planning, pension consulting, and portfolio management services for individuals and businesses.
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
CA
04/18/2024 - Present
J.p. Morgan Securities LLC (NEWPORT BEACH CA)
CA
12/08/2015 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEWPORT BEACH CA)
CA
11/22/2013 - 12/28/2015
CREDIT SUISSE SECURITIES (USA) LLC (SAN DIEGO CA)
CA
05/14/2012 - 11/21/2013
NORTHERN TRUST SECURITIES, INC. (NEWPORT BEACH CA)
CA
10/01/2008 - 04/13/2012
J.P. MORGAN SECURITIES LLC (IRVINE CA)
IL
03/05/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
NY
08/21/2001 - 03/12/2008
GOLDMAN, SACHS & CO. (NEW YORK NY)
WI
08/18/1999 - 07/11/2000
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 2/11/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/23/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 9/27/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2004
Series 3 - National Commodity Futures Examination
BC
Issued 11/12/2001
Series 7 - General Securities Representative Examination
BC
Issued 8/17/1999
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
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