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Michael Dudes is a financial advisor at Pleasantdale Wealth Management, LLC in Hackettstown, NJ. Michael is a registered Investment Advisor Representative in both New Jersey and Pennsylvania. Michael has been in the financial services industry since 2016. Michael has experience working with a variety of clients, including individuals, families, businesses, and charitable organizations. Michael holds the Series 65 license. Pleasantdale Wealth Management, LLC is a fee-based advisory firm with a total of 307 client accounts and approximately $95.2 million in assets under management.
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.
Guidance on pension options to ensure a secure financial future.
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.
A percentage of the total value of assets under management is charged.
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NJ
05/13/2024 - Present
Pleasantdale Wealth Management, LLC (HACKETTSTOWN NJ)
IA
Issued 04/04/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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