Unclaimed
Michael Dibartolomeo is a financial advisor at Stratos Wealth Partners, Ltd. Michael has over 10 years of experience in the financial services industry. Michael holds the Series 6, 7, 63, and 65 securities licenses as well as the SIE exam. Michael focuses on providing financial planning, portfolio management, and pension consulting services to a diverse clientele.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets under management with third party managers
1
2
PA
04/17/2017 - Present
Stratos Wealth Partners, Ltd. (Sewickley PA)
PA
04/10/2015 - 04/07/2016
LPL FINANCIAL LLC (SEWICKLEY PA)
PA
07/08/2014 - 04/06/2015
PNC INVESTMENTS (BUTLER PA)
PA
06/17/2013 - 06/12/2014
PRUCO SECURITIES, LLC. (WEXFORD PA)
IA
Issued 09/27/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/31/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/14/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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