Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Disilvio is a financial advisor with over 40 years of experience in the financial services industry. Michael is registered with Raymond James Financial Services Advisors, Inc. and is currently licensed to offer securities and advisory services in California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Illinois, Louisiana, Maine, Maryland, Michigan, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Texas, Virginia, and Washington. Michael previously worked at Wells Fargo Clearing Services, LLC, A. G. Edwards & Sons, Inc., Laidlaw Adams & Peck Inc., Rooney, Pace Inc., Fittin, Cunningham & Lauzon, Inc., and First Jersey Securities, Inc.. Michael holds FINRA Series 4, 5, 7, 9, 10, 12, 24, 63, and 65 licenses. Michael is also a Registered Principal with Raymond James. Michael is a financial advisor providing financial advice to a wide range of clients, including individuals, high-net-worth individuals, corporations, trusts, estates, pension and profit-sharing plans, insurance companies, and charitable organizations. Michael offers a variety of financial services, including financial planning, investment management, retirement planning, and estate planning.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NY
04/27/2020 - Present
Raymond James Financial Services Advisors, Inc. (Garden City NY)
NY
01/01/2008 - 05/12/2020
WELLS FARGO CLEARING SERVICES, LLC (GARDEN CITY NY)
NY
08/25/1986 - 01/03/2008
A. G. EDWARDS & SONS, INC. (GARDEN CITY NY)
NA
05/07/1985 - 09/09/1986
LAIDLAW ADAMS & PECK INC.
NA
05/03/1979 - 05/17/1985
ROONEY, PACE INC.
NA
08/02/1978 - 05/14/1979
FITTIN, CUNNINGHAM & LAUZON, INC.
NA
07/26/1977 - 08/23/1978
FIRST JERSEY SECURITIES, INC.
IA
Issued 3/2/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/16/1983
Series 4 - Registered Options Principal Examination
BC
Issued 4/21/1983
Series 24 - General Securities Principal Examination
BC
Issued 6/19/1982
Series 12 - NYSE Branch Manager Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/3/1983
Series 5 - Interest Rate Options Examination
BC
Issued 7/16/1977
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Disilvio is the right advisor for you? Invested Better is here to help.
Copyright 2024 Invested Better
Invested Better, LLC ("Invested Better") provides a matching service whereby users are connected with third-party financial advisors ("Advisors") who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.
Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.
Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.
