Michael Deliso (CRD# 6027883) is an Investment Advisor Representative working at Equitable Advisors, LLC in Wall Township, NJ and has over 9 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 2130640
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equitable Advisors, LLC | New York, NY | Feb 2019 - Current | 5 |
| Equitable | Edison, NJ | Feb 2019 - Mar 2022 | 3 |
| Morgan Stanley | New York, NY | Oct 2014 - Feb 2019 | 4 |
| Axa Distributors, LLC | New York, NY | Nov 2012 - Oct 2014 | 1 |
| Axa Equitable | Jersey City, NJ | Feb 2012 - Oct 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2015 |
- CA
- CT
- DC
- FL
- ME
- NV
- NH
- NJ
- NY
- NC
- PA
- SC
- VA
- WI
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Total Assets Under Management29,776MILLIONS
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Total Number of Accounts79,686ACCOUNTS
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Average Account Value$373,668
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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