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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Derosa is an investment advisor representative who has been in the industry since April 2015. Michael Derosa is currently registered with Cetera Investment Advisers LLC. Michael Derosa has passed a series of exams including Series 63, Series 6, Series 7TO, Series 26 and Series 65. Michael Derosa has been previously registered with Foresters Financial Services, Inc.. Michael Derosa's current registrations include New York. Michael Derosa provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and portfolio management for individuals.
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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NY
10/24/2022 - Present
Cetera Investment Advisers LLC (PEARL RIVER NY)
NY
04/22/2015 - 06/21/2019
FORESTERS FINANCIAL SERVICES, INC. (Pearl River NY)
IA
Issued 10/21/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/4/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/2/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/22/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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