Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony Delorenzo is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. located in Houston, Texas. Michael has been in the financial services industry since 1993. Michael holds several industry licenses, including the Series 7, 10, 24, 52, 53, 63, and 65 exams. Michael has previously worked for Ameriprise Financial Services, Inc., Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Citigroup Global Markets Inc., Citicorp Investment Services, Cal Fed Investments, American Express Financial Advisors Inc., and IDS Life Insurance Company. Michael is a member of the board of directors of the Houston Food Bank.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
TX
01/29/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOUSTON TX)
MN
03/04/2010 - 01/06/2020
AMERIPRISE FINANCIAL SERVICES, INC. (Minneapolis MN)
CA
06/01/2009 - 03/09/2010
MORGAN STANLEY SMITH BARNEY (SANTA ANA CA)
CA
07/11/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SANTA ANA CA)
CA
05/29/2007 - 07/28/2008
CITIGROUP GLOBAL MARKETS INC. (ANAHEIM CA)
CA
10/09/2000 - 05/29/2007
CITICORP INVESTMENT SERVICES (HUNTINGTON BEACH CA)
CA
11/11/2002 - 02/05/2003
CAL FED INVESTMENTS (SACRAMENTO CA)
MN
04/15/1993 - 10/19/2000
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
04/15/1993 - 10/19/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 08/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/16/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/21/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/05/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 08/26/2020
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/1993
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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