Michael
Deferro
Founders Financial Securities LLC
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About this Advisor
Michael Deferro is a financial advisor who works in Towson, Maryland with a total of 1 year of relevant experience. Deferro is on the advisory team at Founders Financial Securities LLC. During their career, Deferro has held roles at Allianz Global Investors U.S. LLC, Hartford Investment Financial Services, LLC, Hartford Funds Management Company, LLC, Allianz Global Investors Distributors LLC, Alliance Bernstein Investments, Inc, Founders Financial Securities, LLC and Fort Washington Financial. Deferro holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in California. Founders Financial Securities LLC is an advisory firm based in Towson, MD. The company has offices in 63 locations and a total of 138 financial advisors. It manages $2 billion in assets among its 16,137 client accounts, making it one of the biggest firms in the nation by assets under management. The firm provides financial advice to 25 charitable organizations. Of its 16,137 accounts, just 9% belong to high-net-worth clients who have more than $1 million in assets available to invest. Founders Financial Securities LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees are based on the type of financial services provided. However, fees billed by Founders Financial Securities LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Founders Financial Securities LLC Brokerage Details
$2,272,682,543
138
16,137
$140,837
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Michael Deferro Work History
Michael has been registered as a financial advisor for 1 years.*
Founders Financial Securities, LLC
Fort Washington Financial
Alliance Bernstein Investments, Inc
Allianz Global Investors U.S. LLC
Allianz Global Investors Distributors LLC
Hartford Funds Management Company, LLC
Hartford Investment Financial Services, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michael Deferro to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Founders Financial Securities, LLC
Anderson, IN
Finksburg, MD
Brighton, MI
Martinsburg, WV
Towson, MD
Delaware, OK
Newark, DE
Towson, MD
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