Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Taylor Priest is a registered investment advisor representative with J.P. Morgan Securities LLC. Michael has been in the industry since December 2020 and has experience with Morgan Stanley and Ameriprise Financial Services, LLC/Small & Associates. Michael is licensed to sell securities in Arkansas, California, Colorado, Florida, Kansas, Massachusetts, Missouri, New York, Oklahoma, Tennessee, and Texas. Michael is also a registered investment advisor representative in Oklahoma and Texas. Michael has a Series 63, Series 65, Series 7, and SIE. Michael specializes in retirement, 401K planning, life insurance, financial planning, and estate planning. Michael’s primary office is in Tulsa, Oklahoma.
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
OK
01/22/2025 - Present
J.p. Morgan Securities LLC (TULSA OK)
OK
05/10/2019 - 09/19/2019
MORGAN STANLEY (TULSA OK)
IA
Issued 03/22/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/13/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/10/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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