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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 Purpura is a financial advisor with over 30 years of experience in the financial services industry. Michael is a registered representative with D.a. Davidson & Co. and is currently licensed in 21 states. Michael has a broad range of experience in the industry, having worked previously with Prudential Securities Incorporated and D.A. Davidson & Co. in Great Falls, MT. Michael has passed the Uniform Investment Adviser Law Examination (Series 65) and the Uniform Securities Agent State Law Examination (Series 63). Michael holds the Series 3, 7, 24, 31, and 99TO licenses. Michael offers a range of financial services including financial planning, portfolio management, educational seminars, and selection of other advisors.
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.
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
WA
09/02/2015 - Present
D.a. Davidson & Co. (SEATTLE WA)
NY
03/11/1991 - 02/22/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MT
10/24/1990 - 03/04/1991
D.A. DAVIDSON & CO. (GREAT FALLS MT)
IA
Issued 07/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/28/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 06/20/1991
Series 3 - National Commodity Futures Examination
BC
Issued 10/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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