Unclaimed
Michael Devivo is a financial advisor at Ameriprise Financial Services, LLC, with over 30 years of experience in the industry. Michael has been with Ameriprise Financial Services, LLC since October 2017, previously working at MML INVESTORS SERVICES, LLC and MSI FINANCIAL SERVICES, INC. Michael has Series 6, 7 and 63 licenses and is registered with FINRA. Michael specializes in providing financial planning, portfolio management for individuals and businesses, and asset allocation services. Michael is committed to helping clients achieve their financial goals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
CT
07/24/2023 - Present
Ameriprise Financial Services, LLC (Stratford CT)
CT
03/25/2017 - 10/27/2017
MML INVESTORS SERVICES, LLC (STAMFORD CT)
CT
11/30/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SHELTON CT)
CT
11/30/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WALLINGFORD CT)
NJ
07/02/1992 - 01/12/2006
CITISTREET EQUITIES LLC (SOMERSET NJ)
BC
Issued 07/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2007
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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