Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dellisant is a financial advisor with over 29 years of experience in the financial services industry. Michael is a Certified Financial Planner™ professional and is registered to provide investment advice in California and Texas. Michael has a wide range of experience, working with individuals, businesses, and institutional clients. Michael is currently employed by Wells Fargo Clearing Services, LLC, a firm with over $10 billion to $50 billion in assets under management. Michael's previous employers include J.P. Morgan Securities LLC, Morgan Stanley Smith Barney, and Citigroup Global Markets Inc. Michael also owns and operates DJ Mike D, a DJ service business.
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.
Investment consulting services to institutional clients
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.
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2
CA
01/22/2025 - Present
Wells Fargo Clearing Services, LLC (SAN DIEGO CA)
CA
11/02/2020 - 01/26/2024
BAKER TILLY CAPITAL, LLC (San Diego CA)
CA
04/12/2019 - 11/02/2020
DFPG INVESTMENTS, LLC (San Diego CA)
CA
09/29/2017 - 03/28/2019
ALLEGIS INVESTMENT SERVICES, LLC (San Diego CA)
CA
10/01/2012 - 10/12/2017
J.P. MORGAN SECURITIES LLC (ENCINITAS CA)
CA
10/08/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ENCINITAS CA)
CA
06/01/2009 - 10/15/2010
MORGAN STANLEY SMITH BARNEY (SAN DIEGO CA)
CA
01/17/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SACRAMENTO CA)
NY
07/16/1996 - 02/22/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
08/09/1994 - 08/08/1996
SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 08/26/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1999
Series 3 - National Commodity Futures Examination
BC
Issued 08/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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