Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michal? Claim Your ProfileMichal Wloch is a financial advisor currently registered with J.P. Morgan Securities LLC, a firm with a long history in the financial industry. Michal Wloch has been actively involved in the financial services industry since 2005 and has earned a number of industry licenses, including Series 7, 6, 63, 66 and SIE. In addition to the current affiliation, Michal Wloch has previously held positions at firms like Chase Investment Services Corp, Citigroup Global Markets Inc., and CitiCorp Investment Services. Michal Wloch holds licenses to practice in several states, including New Jersey, New York, and Texas.
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
NY
01/09/2019 - Present
J.p. Morgan Securities LLC (BROOKLYN NY)
NY
02/22/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (BROOKLYN NY)
NY
05/29/2007 - 03/01/2010
CITIGROUP GLOBAL MARKETS INC. (BROOKLYN NY)
NY
07/11/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (BROOKLYN NY)
BOTH
Issued 05/07/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2008
Series 7 - General Securities Representative Examination
BC
Issued 07/09/2005
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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