Unclaimed
Michael Dedda is a financial advisor registered with Great Valley Advisor Group, Inc.. Michael has been in the industry since November 21, 1993. Michael is registered in 25 states, including Delaware, Pennsylvania, New York, and California. Michael is also registered as an investment advisor representative in Delaware and Pennsylvania. The advisor has a total of 23 state registrations, 1 FINRA registration, and 1 SRO registration. Michael has passed the Series 63, 65, 6, 7TO, and SIE exams.
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.
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 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.
A percentage of the total value of assets under management is charged.
1
2
DE
05/30/2012 - Present
Great Valley Advisor Group, Inc. (WILMINGTON DE)
PA
05/29/2003 - 09/08/2009
MUTUAL SERVICE CORPORATION (CHESTER SPRINGS PA)
MI
06/19/2002 - 06/02/2003
NEW YORK PRIVATE PLACEMENT NETWORK, LLC (LANSING MI)
NY
03/27/2000 - 06/14/2002
SPENCER TRASK VENTURES, INC. (NEW YORK NY)
AL
01/05/1999 - 03/13/2000
PROEQUITIES, INC. (BIRMINGHAM AL)
MA
06/24/1997 - 12/31/1998
MUTUAL SERVICE CORPORATION (BOSTON MA)
NY
09/03/1993 - 04/25/1997
NEW ENGLAND SECURITIES (NEW YORK NY)
IA
Issued 11/04/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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