Unclaimed
Michael J. DiMaggio is a registered representative of MML Investors Services, LLC with over 14 years of experience in the financial services industry. Michael is a Certified Financial Planner and holds Series 7 and Series 66 securities licenses. He is currently registered in 26 states and has prior experience at New England Securities, MSI Financial Services, Inc., MetLife Securities Inc., and Mass Mutual Life Insurance Company. Michael's expertise includes asset allocation programs, financial planning, pension consulting, and educational seminars. He also provides portfolio management services for both businesses and individuals.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
01/26/2022 - Present
MML Investors Services, LLC (BOSTON MA)
MA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BOSTON MA)
MA
07/16/2009 - 01/02/2015
NEW ENGLAND SECURITIES (BOSTON MA)
BOTH
Issued 07/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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