Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael De quevedo is a financial advisor registered with Almanack Investment Partners, located in Wayne, Pennsylvania. Michael has been in the industry for over 30 years. Michael has a Series 7 and Series 63 licenses and a Series 65. Michael also has experience with firms such as Morgan Stanley, Citigroup Global Markets Inc., PNC Investments, J.J.B. Hilliard, W.L. Lyons, Inc., PNC Brokerage Corp, and Janney Montgomery Scott 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.
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
PA
07/16/2021 - Present
Almanack Investment Partners (WAYNE PA)
PA
06/01/2009 - 07/23/2013
MORGAN STANLEY (DOYLESTOWN PA)
PA
06/22/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEWTOWN PA)
PA
01/01/2004 - 07/05/2007
PNC INVESTMENTS (DOYLESTOWN PA)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
03/18/1996 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
PA
08/21/1992 - 11/17/1995
JANNEY MONTGOMERY SCOTT INC. (PHILADELPHIA PA)
NY
05/15/1991 - 08/27/1992
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 09/19/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/14/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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