Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Hohertz is a financial advisor with over 20 years of experience in the industry. Michael currently works at J.P. Morgan Securities LLC and previously worked at LPL Financial LLC and Chase Investment Services Corp. Michael is registered to provide investment advisory services in Texas. Michael specializes in providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and institutions.
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
TX
05/26/2023 - Present
J.p. Morgan Securities LLC (Houston TX)
TX
02/26/2018 - 08/22/2018
LPL FINANCIAL LLC (HOUSTON TX)
TX
07/08/2010 - 10/19/2016
J.P. MORGAN SECURITIES LLC (HOUSTON TX)
TX
05/02/2009 - 07/09/2010
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
TX
06/11/2007 - 05/02/2009
WAMU INVESTMENTS, INC. (HOUSTON TX)
TX
06/21/2006 - 06/05/2007
IBC INVESTMENTS (HOUSTON TX)
CO
04/01/2003 - 06/15/2006
CUSO FINANCIAL SERVICES, L.P. (COLORADO SPRINGS CO)
GA
09/05/2001 - 12/02/2002
PFS INVESTMENTS INC. (DULUTH GA)
BOTH
Issued 04/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/04/2001
Series 6 - Investment Company Products/Variable Contracts 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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