Unclaimed
Michael Del priore is a financial advisor at Wealthspire Advisors. Michael is a licensed advisor in Maryland, Nevada, New York, and Wisconsin. Michael has been in the financial services industry for 10 years. Michael has a Series 7, 63, and 66 license. Michael has a deep understanding of the financial markets and can help you develop a personalized financial plan that meets your unique needs. Michael is committed to providing his clients with the highest level of service and expertise.
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.
Personalized portfolio management to meet individual financial objectives.
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
NY
08/22/2022 - Present
Wealthspire Advisors (NEW YORK NY)
WI
06/14/2018 - 08/31/2020
WEALTHSPIRE CAPITAL, LLC (Madison WI)
SC
10/07/2014 - 06/25/2018
LPL FINANCIAL LLC (FORT MILL SC)
FL
09/18/2013 - 10/08/2014
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BOTH
Issued 09/27/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2022
Series 14 - Compliance Officer Examination
BC
Issued 12/08/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/08/2022
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 12/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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