Unclaimed
Michael Dargusch is a financial advisor with Janney Montgomery Scott LLC, a well-established firm with over $85 billion in regulatory assets under management. Michael has been in the industry since 2011 and has a strong track record of success. Michael holds the Series 6, 7, 63 and 65 licenses, as well as the SIE. Michael is registered with the state of Virginia and Texas, and works with a wide range of clients, including individuals, businesses, and institutions. Michael specializes in providing financial planning, portfolio management, and investment advisory 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.
Fee plus commission
1
2
DC
05/20/2024 - Present
Janney Montgomery Scott LLC (WASHINGTON DC)
VA
02/17/2021 - 05/21/2024
TRUIST INVESTMENT SERVICES, INC. (ALEXANDRIA VA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
VA
03/14/2013 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (ALEXANDRIA VA)
VA
10/14/2011 - 03/15/2013
M&T SECURITIES, INC. (WOODBRIDGE VA)
IA
Issued 11/06/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/13/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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