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 Dimitri is a registered representative with Wells Fargo Clearing Services, LLC. Michael has been working in the financial industry since 1997 and is currently registered with the state of North Carolina. Michael has experience in the areas of portfolio management, financial planning, and investment consulting. In addition to Michael's work with Wells Fargo Clearing Services, LLC, Michael is also a FINRA Arbitrator and has a partial ownership in REVOLT CORNHOLE, a sports apparel company.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
07/10/2018 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
NJ
04/05/2013 - 10/30/2014
NATIONAL SECURITIES CORPORATION (MORRISTOWN NJ)
NJ
10/14/2011 - 04/09/2013
WUNDERLICH SECURITIES, INC. (MORRISTOWN NJ)
NJ
04/29/2008 - 10/19/2011
NATIONAL SECURITIES CORPORATION (MORRISTOWN NJ)
NY
02/05/1997 - 05/02/2008
JOSEPH STEVENS & COMPANY, INC. (NEW YORK NY)
IA
Issued 08/31/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/16/2009
Series 27 - Financial and Operations Principal Examination
BC
Issued 08/08/2008
Series 30 - NFA Branch Manager Examination
BC
Issued 05/23/2008
Series 4 - Registered Options Principal Examination
BC
Issued 02/29/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/08/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/05/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/09/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2011
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 04/07/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 07/16/2008
Series 3 - National Commodity Futures Examination
BC
Issued 06/12/2007
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/04/1997
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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