Unclaimed
Michael Dimasi is a financial professional with over five years of experience in the financial services industry. Michael is currently registered with Velocity Clearing, LLC, a broker-dealer firm. Previously, Michael was registered with Santander Securities LLC, J.P. Morgan Securities LLC, and Worden Capital Management LLC. Michael holds the Series 7, Series 7TO, Series 63, and SIE licenses. Michael's professional experience includes providing investment advice and securities trading services to clients.
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.
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.
1
2
NY
05/10/2023 - Present
Velocity Clearing, LLC (New York NY)
NY
07/31/2018 - 09/11/2020
SANTANDER SECURITIES LLC (STATEN ISLAND NY)
NY
05/05/2017 - 07/26/2018
J.P. MORGAN SECURITIES LLC (STATEN ISLAND NY)
NY
01/30/2017 - 03/23/2017
WORDEN CAPITAL MANAGEMENT LLC (New York NY)
BC
Issued 02/11/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/2017
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Michael Dimasi is the right advisor for you? Invested Better is here to help.