Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Winter is an active investment advisor representative with a strong track record in the financial services industry. Michael is currently registered with J.P. Morgan Securities LLC and is located in their Boston, MA branch office. Michael has extensive experience, having worked previously with Oppenheimer & Co. Inc., Bear, Stearns & Co. Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and others, demonstrating a broad understanding of the financial markets. Michael's expertise spans various areas, including portfolio management for both businesses and individuals, financial planning, and pension consulting.
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
MA
06/25/2010 - Present
J.p. Morgan Securities LLC (BOSTON MA)
MA
06/10/2008 - 07/01/2010
OPPENHEIMER & CO. INC. (BOSTON MA)
MA
09/20/1985 - 06/23/2008
BEAR, STEARNS & CO. INC. (BOSTON MA)
NA
09/26/1978 - 11/12/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
10/16/1984 - 09/27/1985
SUSSEX SECURITIES INCORPORATED
NA
09/14/1983 - 10/29/1984
PAINEWEBBER INCORPORATED
NA
05/11/1978 - 09/27/1983
SHEARSON/AMERICAN EXPRESS INC.
NA
09/16/1974 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
BC
Issued 09/30/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/17/1978
Series 4 - Registered Options Principal Examination
BC
Issued 06/29/1978
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 09/08/1977
PC - AMEX Put and Call Exam
BC
Issued 09/09/1974
Series 1 - Registered Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 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
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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