Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dalora is a financial advisor with over 14 years of experience in the industry. Michael has worked for several well-known firms including Citigroup Global Markets Inc., Barclays Capital Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael is currently registered with Independent Financial Group, LLC and is licensed in Florida. Michael has a strong track record of helping clients achieve their financial goals. Michael specializes in providing financial planning, portfolio management, and investment advice to individuals, families, and businesses. Michael is committed to providing personalized service and tailoring his approach to meet the unique needs of each client.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
07/15/2024 - Present
Independent Financial Group, LLC (DELRAY BEACH FL)
FL
11/12/2012 - 07/11/2023
CITIGROUP GLOBAL MARKETS INC. (Delray FL)
NY
01/17/2012 - 11/08/2012
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
07/27/2009 - 02/28/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CT
05/23/2007 - 05/27/2009
CITIGROUP GLOBAL MARKETS INC. (GREENWICH CT)
IA
Issued 11/05/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Dalora is the right advisor for you? Invested Better is here to help.
