Unclaimed
Michael Desalvo is a financial advisor with over 10 years of experience in the financial services industry. Michael is currently registered with Ameriprise Financial Services, LLC and is licensed to provide investment advice in multiple states, including New York. Prior to joining Ameriprise, Michael worked with MML Investors Services, LLC and JPMorgan Securities LLC. Michael is committed to helping clients achieve their financial goals and provides a range of services including financial planning, investment management, and retirement planning.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
NY
02/23/2022 - Present
Ameriprise Financial Services, LLC (Lindenhurst NY)
NY
07/22/2016 - 11/21/2016
MML INVESTORS SERVICES, LLC (FISHKILL NY)
NY
09/21/2015 - 06/01/2016
AMERIPRISE FINANCIAL SERVICES, INC. (Tarrytown NY)
NY
10/01/2012 - 07/28/2015
J.P. MORGAN SECURITIES LLC (YORKTOWN HEIGHTS NY)
NY
02/14/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (POUGHKEEPSIE NY)
BOTH
Issued 01/10/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/30/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/22/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/24/2021
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/13/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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