Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael David Desantis is a Certified Financial Planner with over 8 years of experience in the financial services industry. Michael is currently registered as an Investment Advisor Representative with Farther Finance Advisors in San Fransico, CA. Michael has worked with a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. Michael provides a range of services, including financial planning, pension consulting, portfolio management for individuals, and publication of periodicals. Michael has a Series 65 license and has passed the Uniform Investment Adviser Law Examination.
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.
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.
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CA
10/11/2023 - Present
Farther (SAN FRANCISCO CA)
IA
Issued 08/28/2017
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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