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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 Delorme is a financial advisor with over 19 years of experience in the industry. Michael has worked with Cambridge Investment Research Advisors, Inc. since August 2015. Before joining Cambridge, Michael worked with a variety of firms, including MetLife Securities Inc., PFS Investments Inc. and Morgan Stanley DW Inc. Michael is a registered representative in 51 states, including New York, Texas, Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Michael is also registered as an investment advisor representative in New York and Texas. Michael has passed several industry exams, including the Series 6, 7, 24, 31, 52, 53, 63, 65, and SIE. Michael specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Michael is also experienced in providing educational seminars and market timing services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
NY
01/15/2016 - Present
Cambridge Investment Research Advisors, Inc. (Oswego NY)
NY
12/08/2014 - 08/19/2015
CLAYTON LOWELL, & CONGER INC (NEW WOODSTOCK NY)
NY
03/04/2013 - 08/19/2015
ADIRONDACK TRADING GROUP LLC (NEW WOODSTOCK NY)
NY
03/01/2013 - 08/19/2015
RIDGEWAY & CONGER, INC. (NEW WOODSTOCK NY)
NY
02/09/2009 - 02/28/2013
METLIFE SECURITIES INC. (SYRACUSE NY)
GA
02/19/2008 - 02/10/2009
PFS INVESTMENTS INC. (DULUTH GA)
NY
04/14/2006 - 11/02/2007
RIDGEWAY & CONGER, INC. (NEW WOODSTOCK NY)
NY
01/07/2005 - 03/17/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
MA
02/12/2004 - 01/03/2005
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/12/2004 - 01/03/2005
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 04/18/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/13/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/26/2013
Series 4 - Registered Options Principal Examination
BC
Issued 04/23/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/03/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/11/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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