Michael Deferro, financial advisor Towson MD

Michael Deferro

CRD Number: 2869393
Current Firm: Founders Financial Securities, LLC

Michael Deferro (CRD# 2869393) is an Investment Advisor Representative working at Founders Financial Securities, LLC in Towson, MD and has over 26 years of experience in the finance industry.

Similar Advisors
Arnold Abel, financial advisor Towson MD
Arnold T. Abel
CRD# 1582180
Thrivent Investment Management Inc.
Similar Advisors
Rita Abel, financial advisor Towson MD
Rita Abel
CRD# 2436101
Abel Financial Management Company
Similar Advisors
Edwin Abrams, financial advisor Towson MD
Edwin A. Abrams
CRD# 2763082
Mml Investors Services, LLC
Company Name Location Dates Years
Fort Washington Financial Fresno, CA Mar 2022 - Current 2
Founders Financial Securities, LLC Towson, MD Mar 2022 - Current 2
Alliance Bernstein Investments, Inc. New York, NY Dec 2017 - Mar 2022 4
Unemployed Redondo Beach, CA Sep 2017 - Nov 2017 < 1
Allianz Global Investors U.s. LLC New York, NY Feb 2015 - Aug 2017 2
Allianz Global Investors Distributors LLC New York, NY Feb 2015 - Aug 2017 2
Hartford Funds Management Company, LLC Radnor, PA Feb 2014 - Feb 2015 1
Hartford Investment Financial Services, LLC Simsbury, CT Dec 2012 - Feb 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1997
S65 NASAA Investment Advisors Law Examination Sep 2011
Contact Info for Michael L. Deferro
Phone Number: 410-308-9988
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,909
    MILLIONS
  • Total Number of Accounts
    18,269
    ACCOUNTS
  • Average Account Value
    $159,230
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.