Unclaimed
Michael Deperto is a financial advisor with over 30 years of experience in the industry. Michael is currently registered with LPL Financial LLC in Albany, New York and has a Series 6, 7 and 63 license as well as the SIE. Michael also holds the Chartered Financial Consultant designation and has a strong track record of providing investment advice to individuals, families and businesses. Prior to joining LPL Financial, Michael worked with several other financial institutions, including Voya Financial Advisors, Inc. and The Investment Center, Inc. Michael is committed to providing personalized financial planning and investment advice to help clients reach 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.
Consulting and other non-discretionary advisory services
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
NY
01/03/2025 - Present
LPL Financial LLC (ALBANY NY)
NY
08/15/2017 - 05/30/2018
THE INVESTMENT CENTER, INC. (ALBANY NY)
NY
10/03/2005 - 08/15/2017
VOYA FINANCIAL ADVISORS, INC. (ALBANY NY)
MA
12/14/1992 - 08/08/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/14/1992 - 08/08/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 01/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/10/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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