Unclaimed
Michael T. Smith is a registered representative with J.p. Morgan Securities LLC and has been in the industry since August 14, 2011. Michael is based out of the Huber Heights, OH office and is currently licensed to sell securities in Ohio. Michael holds the Series 6 and SIE licenses and has experience in a variety of investment products and services. Prior to joining J.p. Morgan Securities LLC, Michael worked at Chase Investment Services Corp.
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
OH
10/01/2012 - Present
J.p. Morgan Securities LLC (HUBER HEIGHTS OH)
OH
08/15/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (MIAMISBURG OH)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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