Unclaimed
Michael Laurence Digaetano is a financial advisor in LAKEWAY, TX. Michael Digaetano has been in the financial industry since 1994 and is currently registered with Independent Financial Group, LLC. Previously, Michael Digaetano has worked for SUMMIT BROKERAGE SERVICES, INC., J.P. TURNER & COMPANY, L.L.C., CANTELLA & CO., INC., PRINCETON SECURITIES CORPORATION, and L.C. WEGARD & CO., INC. Michael Digaetano has passed the Uniform Combined State Law Examination, Uniform Securities Agent State Law Examination, General Securities Principal Examination, Securities Industry Essentials Examination, and General Securities Representative Examination.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
TX
10/12/2016 - Present
Independent Financial Group, LLC (LAKEWAY TX)
NY
08/25/2015 - 10/17/2016
SUMMIT BROKERAGE SERVICES, INC. (Lewiston NY)
NY
04/26/2001 - 12/04/2015
J.P. TURNER & COMPANY, L.L.C. (LEWISTON NY)
MA
12/15/1998 - 05/10/2001
CANTELLA & CO., INC. (MALDEN MA)
NY
02/22/1995 - 12/16/1998
PRINCETON SECURITIES CORPORATION (SYOSSET NY)
NY
04/20/1994 - 02/23/1995
L.C. WEGARD & CO., INC. (NEW YORK NY)
BOTH
Issued 08/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/03/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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