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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Diotalevi is a financial advisor with over 10 years of experience. Michael currently works at Fisher Investments in Plano, Texas. Michael provides investment advisory services to individuals, businesses, investment companies, and pooled investment vehicles. Michael has a wide range of experience and specializes in a variety of areas, including portfolio management, financial planning, and portfolio assessment.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
04/23/2024 - Present
Fisher Investments (PLANO TX)
CO
06/09/2023 - 04/22/2024
EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)
MA
06/03/2019 - 11/06/2020
CITIZENS SECURITIES, INC. (SPRINGFIELD MA)
MA
11/11/2013 - 05/17/2019
VOYA FINANCIAL ADVISORS, INC. (BRAINTREE MA)
CT
08/24/2006 - 06/27/2013
METLIFE INVESTORS DISTRIBUTION COMPANY (BLOOMFIELD CT)
BC
Issued 08/14/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2022
Series 24 - General Securities Principal Examination
BC
Issued 07/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/26/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/23/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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