Unclaimed
Michael Dipiero is a financial advisor with Kestra Advisory Services, LLC. Michael has been working in the financial services industry since 2008 and has a strong background in investment management and financial planning. Michael is a Series 66, Series 7 and SIE licensed representative. Michael provides financial planning and investment advisory services to individuals and businesses, and has experience working with clients of all ages and income levels.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
10/28/2021 - Present
Kestra Advisory Services, LLC (Elmhurst IL)
IL
11/13/2017 - 10/28/2021
HORNOR, TOWNSEND & KENT, LLC (ELMHURST IL)
IL
08/15/2014 - 11/17/2016
ASSETMARK BROKERAGE, LLC (Chicago IL)
VA
12/03/2013 - 08/15/2014
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
VA
04/05/2012 - 11/14/2013
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
MD
05/31/2011 - 12/05/2011
RYDEX DISTRIBUTORS, LLC (ROCKVILLE MD)
IL
02/14/2008 - 06/01/2011
SIGNATOR INVESTORS, INC. (ROSEMONT IL)
BOTH
Issued 04/02/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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