Unclaimed
Michelle Dipippo is an investment advisor representative at Raymond James & Associates, Inc. based in Springfield, MA. Michelle has been working in the financial services industry since 1990 and has experience with a variety of firms including Signator Investors, Inc., Cigna Financial Advisors, Inc. and NYLIFE Securities Inc.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
05/22/2018 - Present
Raymond James & Associates, Inc. (SPRINGFIELD MA)
RI
02/02/2009 - 01/22/2014
SIGNATOR INVESTORS, INC. (WARWICK RI)
PA
04/07/1995 - 01/23/1996
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NY
02/20/1991 - 04/23/1993
NYLIFE SECURITIES INC. (NEW YORK NY)
MA
07/19/1990 - 12/11/1990
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/19/1990 - 12/11/1990
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 02/26/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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