Unclaimed
Michael Peter Duprey is a financial advisor currently registered with Advisory Services Network. Michael has been in the financial services industry since 2001 and has a Series 7 and Series 66 license. Michael is also a Certified Financial Planner. Michael has worked for Charles Schwab & Co., Inc. and Morgan Stanley DW Inc. Michael's previous employment includes 1st Portfolio Wealth Advisors and Ategra Capital Management, LLC. Michael is specialized in helping individuals, families, and businesses with financial planning, retirement planning, and investment management.
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.
Helps you choose top advisors aligned with your financial goals.
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
VA
04/16/2024 - Present
Advisory Services Network (Alexandria VA)
VA
10/17/2001 - 03/11/2011
CHARLES SCHWAB & CO., INC. (ALEXANDRIA VA)
NY
03/23/2001 - 10/09/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 04/12/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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