Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kenneth Depasquale is a financial advisor with over 30 years of experience in the industry. Michael is registered with M Holdings Securities, Inc., and has several other affiliations including Madison & Main Advisors LLC, Niatross Properties, LLC, and National Social Security Partners, LLC. Michael has a wide range of experience in providing financial advice, including financial planning, portfolio management, and insurance sales. Michael has a Series 6, Series 63, and Series 65 license, as well as the SIE exam. Michael is also a registered investment advisor. Michael's current and previous employments include positions with Nationwide Securities, LLC, and 1717 Capital Management Company.
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.
1
2
OR
08/02/2023 - Present
M Holdings Securities, Inc. (PORTLAND OR)
NJ
08/01/2008 - 11/01/2010
NATIONWIDE SECURITIES, LLC (CRANFORD NJ)
NJ
08/19/1991 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (CRANFORD NJ)
IA
Issued 03/29/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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