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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 Breller is a financial advisor at Beacon Pointe Advisors, LLC. Michael has been in the financial services industry for over 20 years and has a strong track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. Michael is committed to helping clients achieve their financial goals and providing them with the personalized attention they deserve.
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.
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.
Strategic management for diversified investment portfolios.
Consulting services
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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CA
08/25/2010 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
CA
08/05/2010 - 05/31/2012
PURSHE KAPLAN STERLING INVESTMENTS (NEWPORT BEACH CA)
CA
01/26/2010 - 08/02/2010
SIGNATOR INVESTORS, INC. (IRVINE CA)
CA
01/29/1999 - 06/12/2009
AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)
IN
10/21/1996 - 11/20/1998
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
BOTH
Issued 04/28/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/18/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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