Mike Desepoli

Mike desepoli

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location of Mike DesepoliSmithtown, New York, United States
Phone number of Mike Desepoli+91 xxxx xxxxx
  • Timeline

    Current Company
    Nov 2006 - now

    Financial Advisor

    Heritage Financial Advisory
    Current Company
    May 2017 - now

    Founder

    AskTheAdvisor.com
  • About me

    Vice President at Heritage Financial Advisory

  • Education

    • Center moriches high school

      -
    • Farmingdale state college

      -
      Financial management

      Activities and Societies: Mens Soccer, Leadership Committee

  • Experience

    • Heritage financial advisory

      Nov 2006 - now
      Financial advisor

      At Heritage Financial Advisory, we're dedicated to ensuring you reach your full potential so you can have a lasting impact on the people and causes that matter most to you. So, we make a point of emphasizing preparation, education, and execution every step of the way. And with our podcasts, weekly educational emails, and online videos, we provide a multitude of insights to help you feel fully equipped to take on whatever life throws at you. Life is an incredible gift, let us help you make the most of it. Show less

    • Asktheadvisor.com

      May 2017 - now
      Founder

      AskTheAdvisor is my personal and professional effort to help motivate people to achieve their financial goals and empower them to live a life they love. Whether it’s business, personal finances, or life... I want to see people succeed. This is my love, my passion, and my purpose. This community is my personal hub for all the information and resources you will need to get informed, inspired, and motivated to set big goals and SMASH them.If you know me, you know that I believe a huge part of success is helping others succeed. I want to make a difference. I want to give back. Thank you for stopping by and giving me a chance to do so Show less

  • Licenses & Certifications

    • Series 7 licensing

      Financial industry regulatory authority (finra)
    • Series 6 licensing

      Financial industry regulatory authority (finra)
    • Aif®, accredited investment fiduciary

      Fi360
      May 2015
    • Series 63 licensing

      Financial industry regulatory authority (finra)
    • Investment advisory representative licensing

      Financial industry regulatory authority (finra)
    • Chartered financial consultant (chfc)

      The american college of financial services
      Jan 2022
  • Volunteer Experience

    • Basketball Referee

      Issued by Special Olympics
      Special OlympicsAssociated with Mike Desepoli
    • Member

      Issued by Kiwanis International
      Kiwanis InternationalAssociated with Mike Desepoli
    • Member

      Issued by PinkTie.Org - Pink Tie Event on Apr 2016
      PinkTie.Org - Pink Tie EventAssociated with Mike Desepoli