Unclaimed
Michael Derosa is a financial advisor with over 10 years of experience in the industry. Michael is currently registered with Osaic Wealth, Inc. and has been working with them since June 2024. Before joining Osaic Wealth, Inc., Michael worked with Securities America, Inc. from March 2014 to June 2024. Michael is licensed to provide financial advice in multiple states, including California, New York, Arizona, Connecticut, Florida, Georgia, Maryland, Massachusetts, New Jersey, North Carolina, Pennsylvania, Tennessee, and Texas. Michael's areas of expertise include financial planning, pension consulting, and portfolio management for businesses and individuals. Michael is dedicated 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.
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
NY
06/14/2024 - Present
Osaic Wealth, Inc. (UNIONDALE NY)
NY
03/24/2014 - 06/14/2024
SECURITIES AMERICA, INC. (GARDEN CITY NY)
BOTH
Issued 12/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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