Unclaimed
Michael Volpe is a financial advisor at BNY Mellon Securities Corporation, with over 30 years of experience in the industry. Michael is registered with the Securities and Exchange Commission as a Broker Dealer and with the Financial Industry Regulatory Authority (FINRA) as a General Securities Representative. Michael has a Series 7 and Series 66 license. Michael Volpe has a broad knowledge of financial instruments and investment strategies. Michael Volpe is currently registered in 51 states and 2 jurisdictions and has a wide range of experience working with clients in various sectors, including individuals, corporations, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
08/07/2021 - Present
BNY Mellon Securities Corp. (Brooklyn NY)
FL
04/07/1999 - 04/11/2003
VFINANCE INVESTMENTS, INC (BOCA RATON FL)
FL
03/12/2001 - 12/18/2001
VFINANCE INVESTMENTS (BOCA RATON FL)
MA
01/20/1999 - 02/10/1999
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/20/1999 - 02/10/1999
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
08/19/1998 - 10/05/1998
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
11/05/1991 - 08/19/1998
COMMONWEALTH ASSOCIATES (NEW YORK NY)
BOTH
Issued 07/02/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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