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Michael Girard Deluca

Prosperity Wealth Management, Inc.

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About Michael Girard Deluca

Michael Girard Deluca is a financial advisor with Prosperity Wealth Management, Inc. based in Beaver Falls, Pennsylvania. Michael has been in the financial services industry since 2001. Michael is licensed to offer securities in 29 states and has a Series 6, 7, 24, 51, 63, and 66 license as well as the SIE and Series 99TO. Michael has previously worked at USA Financial Securities Corporation and Woodbury Financial Services, Inc.

Firm Information

Michael Deluca is currently registered with Prosperity Wealth Management, Inc.. Prosperity Wealth Management, Inc. is a registered investment advisor headquartered in SAN RAMON, CA. The firm manages approximately $243.37 million in assets for 1,611 clients, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Their services include financial planning, portfolio management for individuals, and selection of other advisors.
Prosperity Wealth Management, Inc.

2333 SAN RAMON VALLEY BLVD.

SAN RAMON, CA 94583

$243.37M

Assets Under Management

32

Total Clients

46

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Deluca’s Registration & Firm History

PA

01/06/2020 - Present

Prosperity Wealth Management, Inc. (Beaver Falls PA)

PA

10/23/2002 - 04/30/2010

USA FINANCIAL SECURITIES CORPORATION (BEAVER FALLS PA)

MN

08/14/2001 - 11/04/2002

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

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Licenses & Designations

BOTH

Issued 09/29/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/31/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/18/2020

Series 24 - General Securities Principal Examination

BC

Issued 11/25/2013

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 10/10/2012

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/2008

Series 7 - General Securities Representative Examination

BC

Issued 08/13/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Michael Girard Deluca. Review regulatory record here.
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