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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 Del re is a financial advisor with over 27 years of experience in the industry. Michael is currently registered with Prime Capital Financial, and has been with the firm since December 2021. Michael is also registered with the following states: Alabama, Arizona, Connecticut, Florida, Hawaii, Massachusetts, New Hampshire, New York, North Carolina, Rhode Island, South Carolina, Texas and Virginia. In addition to his current role with Prime Capital Financial, Michael has also held positions with Cambridge Investment Research, Inc. and Multi-Financial Securities Corporation. Michael has a strong background in financial planning, portfolio management, and retirement planning. Michael holds a Series 6, Series 63, and Series 65 license, and is also a Chartered Financial Consultant.
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.
Qualified retirement plan services, consulting services, co-advisory, selection of sub-advisors
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Seminar fees, promoter fees, subscription fee financial plans
1
2
KS
12/03/2021 - Present
Prime Capital Financial (OVERLAND PARK KS)
CT
09/27/2007 - 12/08/2021
CAMBRIDGE INVESTMENT RESEARCH, INC. (MILFORD CT)
CT
08/21/2002 - 10/11/2007
MULTI-FINANCIAL SECURITIES CORPORATION (MILFORD CT)
MN
07/18/1994 - 08/21/2002
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
IA
Issued 10/03/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/16/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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