Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael John Debellis is a financial advisor with Edward Jones. Michael has been in the financial industry since July 1999 and has experience in various areas, including investment advisory, securities, and financial planning. Michael is licensed in multiple states and holds various industry certifications, including the Series 7, Series 6, and Series 63 exams. Michael has previously worked with firms such as TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, PARK AVENUE SECURITIES LLC, NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC, and CAPITAL ANALYSTS, INCORPORATED.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
See schedule d - miscellaneous
1
2
FL
10/06/2020 - Present
Edward Jones (Jacksonville FL)
FL
09/14/2018 - 12/07/2018
MADISON AVENUE SECURITIES, LLC (New Smyrna Beach FL)
NJ
09/03/2014 - 05/23/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (MARLTON NJ)
NJ
09/19/2013 - 07/07/2014
PARK AVENUE SECURITIES LLC (MARLTON NJ)
PA
08/18/2005 - 09/12/2013
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PHILADELPHIA PA)
OH
09/22/1998 - 12/07/2001
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
WI
01/12/1995 - 07/24/1998
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
01/12/1995 - 06/12/1998
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 10/31/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2014
Series 7 - General Securities Representative Examination
BC
Issued 08/16/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael Debellis is the right advisor for you? Invested Better is here to help.
