Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Andrew Dejana is an investment advisor representative who has been active in the industry since July 3, 2015. Michael has a strong background in the financial industry, having previously worked at J Safra Asset Management and Royal Bank of Canada. Michael currently works at Bolton Securities Corp. as a broker and registered representative. Michael is licensed in several states, including Connecticut, Florida, Maryland, New York, Texas and Virginia. Michael is also a licensed Investment Advisor Representative in New York and Virginia. Michael holds the Series 63, Series 65, SIE, and Series 7 securities licenses. Michael's areas of expertise include Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, and Pension Consulting. Michael is also a Plan Sponsor and Trustee for the AiM Fidelis 401K plan.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
12/07/2017 - Present
Bolton Securities Corp. (BOLTON MA)
BC
Issued 01/16/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/02/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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