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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 Gasperi is a financial advisor with Avantax Planning Partners, Inc. based in Des Moines, Iowa. Michael has been in the financial industry since 1997. Michael is registered to provide investment advice in Iowa. Michael has worked with PROEQUITIES, INC. and PRINCOR FINANCIAL SERVICES CORPORATION in the past. Michael offers a range of financial planning services, including portfolio management for individuals and businesses, pension consulting, and selection of other advisors. Michael is licensed to offer investment advice in Iowa and holds the following licenses: Series 6, Series 7, Series 63, and Series 65.
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.
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2
IA
06/23/1999 - Present
Avantax Planning Partners, Inc. (Des Moines IA)
IA
02/08/2001 - 09/30/2020
PROEQUITIES, INC. (URBANDALE IA)
IA
01/30/1995 - 01/08/1997
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BC
Issued 02/26/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/03/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2009
Series 7 - General Securities Representative Examination
BC
Issued 02/07/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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