Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Depirri is a financial advisor who has been working in the industry since 1992. Michael is registered with Citigroup Global Markets Inc. and is licensed in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. Michael provides a wide range of services, including portfolio management for individuals and businesses, financial planning, and asset allocation advice. Michael has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Michael previously worked at PNC Investments and Wells Fargo Advisors, LLC.
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.
Asset allocation advice
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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2
DC
01/03/2023 - Present
Citigroup Global Markets Inc. (Washington DC)
DC
01/09/2012 - 05/27/2022
PNC INVESTMENTS (WASHINGTON DC)
MD
07/31/2007 - 12/21/2011
WELLS FARGO ADVISORS, LLC (BETHESDA MD)
MD
10/17/2005 - 08/03/2007
SUNTRUST INVESTMENT SERVICES, INC. (LAUREL MD)
MI
04/14/1993 - 10/11/2005
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
01/18/1993 - 03/24/1993
DICKINSON & CO. (DES MOINES IA)
NY
07/02/1992 - 01/06/1993
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
BOTH
Issued 03/07/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/26/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/15/1995
Series 24 - General Securities Principal Examination
BC
Issued 05/31/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 07/01/1992
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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