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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 Walter Delorey is a financial advisor with over 45 years of experience in the industry. Michael has worked with Cetera Investment Advisers LLC and Prism Financial Group, LLC in Pennsylvania and other states. Michael holds numerous licenses and registrations, including Series 7, 8, 9, 10, 24, 63, and 65. Michael is also a Certified Financial Planner. Michael specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, 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.
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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2
PA
03/21/2024 - Present
Cetera Investment Advisers LLC (PHILADELPHIA PA)
IL
01/02/1991 - 08/24/1993
AMA INVESTMENT ADVISERS, INC. (CHICAGO IL)
NY
12/14/1978 - 01/04/1991
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
02/01/1978 - 08/14/1978
R. A. BALSAM & CO.
IA
Issued 05/29/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/23/1991
Series 24 - General Securities Principal Examination
BC
Issued 09/17/1985
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/1984
Series 3 - National Commodity Futures Examination
BC
Issued 01/21/1978
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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