Unclaimed
Michael Angelo Dispirito is a financial advisor with over 25 years of experience in the financial services industry. Michael has been registered with the Securities and Exchange Commission (SEC) since 1997 and has held various positions at several firms including HSBC Securities (USA) Inc., Capital One Investing, LLC, and Woodbury Financial Services, Inc. Michael is currently a partner at Osaic Wealth, Inc. Michael specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutional clients. Michael is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
1
2
NY
01/19/2024 - Present
Osaic Wealth, Inc. (Manhasset NY)
NY
07/11/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Manhasset NY)
NY
05/13/2015 - 07/11/2018
CAPITAL ONE INVESTING, LLC (GREAT NECK NY)
NY
02/25/2014 - 05/13/2015
HSBC SECURITIES (USA) INC. (JERICHO NY)
MA
11/08/2007 - 11/07/2013
METLIFE INVESTORS DISTRIBUTION COMPANY (PLYMOUTH MA)
NY
05/29/2007 - 08/20/2007
CITIGROUP GLOBAL MARKETS INC. (UNIONDALE NY)
NY
08/02/2001 - 05/29/2007
CITICORP INVESTMENT SERVICES (UNIONDALE NY)
MN
07/31/1997 - 08/13/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/31/1997 - 08/13/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/10/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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