Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Joseph D'angelis is an investment advisor representative with LPL Financial LLC and has been in the industry since March 22, 2008. Michael D'angelis has been registered as a broker-dealer since January 30, 2007, and as an investment advisor representative since September 10, 2021. Michael D'angelis is registered in the states of Connecticut, Florida, Massachusetts, Nevada, New Jersey and New York. Michael D'angelis has held previous positions with MCG Securities LLC, Innovation Partners LLC, and Legg Mason Investor Services, LLC. Michael D'angelis is a registered representative with LPL Financial LLC.
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.
Consulting and other non-discretionary advisory services
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
CT
07/03/2023 - Present
LPL Financial LLC (WILTON CT)
PA
01/04/2023 - 08/07/2023
MCG SECURITIES LLC (WAYNE PA)
NC
05/17/2022 - 12/09/2022
INNOVATION PARTNERS LLC (CHARLOTTE NC)
CT
01/31/2007 - 10/12/2020
LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)
IA
Issued 09/10/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael D'angelis is the right advisor for you? Invested Better is here to help.
