Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael L. Devincentis is a financial advisor with over 30 years of experience in the industry. Michael currently works with LPL Financial LLC and has been with them since May 2017. Prior to that, Michael worked with Wells Fargo Clearing Services, LLC, Citigroup Global Markets Inc., UBS Financial Services Inc., and Dean Witter Reynolds Inc.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
05/26/2017 - Present
LPL Financial LLC (TIMONIUM MD)
MD
02/13/2009 - 06/02/2017
WELLS FARGO CLEARING SERVICES, LLC (HUNT VALLEY MD)
MD
08/29/2003 - 03/05/2009
CITIGROUP GLOBAL MARKETS INC. (HUNT VALLEY MD)
NJ
08/29/1996 - 09/17/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
03/20/1986 - 09/03/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 11/14/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/1991
Series 3 - National Commodity Futures Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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