Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Dicambio is a financial advisor with over 30 years of experience in the industry. Michael is currently registered with Raymond James & Associates, Inc. and has held previous positions with Oppenheimer & Co. Inc., J.P. Morgan Securities LLC, Chase Investment Services Corp., Wells Fargo Investments, LLC, Commonwealth Financial Network, Banc of America Investment Services, Inc., BA Investment Services, Inc., GNA Securities, Inc. and PaineWebber Incorporated. Michael holds the Series 7, 8, 63 and 65 licenses and is also a Certified Financial Planner. Michael specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, selection of other advisors, and educational seminars.
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.
Please see note in schedule d - miscellaneous
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.
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2
CA
08/16/2023 - Present
Raymond James & Associates, Inc. (NEWPORT BEACH CA)
CA
09/03/2019 - 08/18/2023
OPPENHEIMER & CO. INC. (NEWPORT BEACH CA)
CA
10/01/2012 - 09/11/2019
J.P. MORGAN SECURITIES LLC (FOUNTAIN VALLEY CA)
CA
09/23/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FOUNTAIN VALLEY CA)
CA
04/28/2006 - 09/08/2009
WELLS FARGO INVESTMENTS, LLC (PASADENA CA)
CA
12/15/2004 - 05/01/2006
COMMONWEALTH FINANCIAL NETWORK (HUNTINGTON BEACH CA)
MA
07/12/1999 - 08/30/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
CA
05/30/1992 - 07/12/1999
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
VA
11/09/1990 - 06/30/1992
GNA SECURITIES, INC. (GLEN ALLEN VA)
NJ
09/25/1989 - 10/30/1990
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 05/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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