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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kalisch is a financial advisor at Brookstone Wealth Advisors, LLC. Michael has been in the financial services industry since 2001. He has a wide range of experience in financial planning, investment management, and retirement planning. Michael is committed to providing his clients with personalized financial advice and guidance.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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FL
10/21/2021 - Present
Brookstone Wealth Advisors, LLC (Boca Raton FL)
FL
09/29/2006 - 05/12/2017
LPL FINANCIAL LLC (BOCA RATON FL)
FL
07/15/2005 - 10/03/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (LAKE WORTH FL)
NY
09/17/2002 - 06/22/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
09/18/2001 - 12/18/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 05/31/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/2006
Series 24 - General Securities Principal Examination
BC
Issued 05/12/2017
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 09/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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