Unclaimed
Mikail Peer is an active investment advisor representative in Texas and California. Mikail has been in the industry since April 17, 2015, and has worked at several firms before joining J.P. Morgan Securities LLC. Mikail Peer is licensed in several states including Texas and California.
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
03/14/2024 - Present
J.p. Morgan Securities LLC (Plano TX)
CA
02/23/2022 - 03/07/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BEVERLY HILLS CA)
CA
08/23/2021 - 01/28/2022
WEDBUSH SECURITIES INC. (LOS ANGELES CA)
CA
11/15/2019 - 08/27/2021
OPPENHEIMER & CO. INC. (SAN FRANCISCO CA)
FL
12/19/2016 - 08/16/2019
PERSHING LLC (LAKE MARY FL)
FL
10/10/2014 - 10/10/2016
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
IA
Issued 09/25/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2024
Series 4 - Registered Options Principal Examination
BC
Issued 01/22/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/09/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/19/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/21/2023
Series 31 - Futures Managed Funds Examination
BC
Issued 01/07/2023
Series 3 - National Commodity Futures Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2014
Series 7 - General Securities 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
Not sure Mikail Peer is the right advisor for you? Invested Better is here to help.