Unclaimed
Michael Bruce Israel is a financial advisor at Brandes Investment Partners, LP. Michael has been a registered Investment Advisor representative since 1999 and has a Series 65 license. Michael has over 20 years of experience in the financial services industry. Michael has worked with a variety of clients, including individuals, families, businesses, and institutions. Michael specializes in providing investment advice and portfolio management services. Michael holds the Chartered Financial Analyst designation.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
11/24/1999 - Present
Brandes Investment Partners, LP (La Jolla CA)
TX
05/31/1996 - 04/24/1999
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
PA
03/08/1995 - 05/16/1996
VANGUARD MARKETING CORPORATION (MALVERN PA)
NY
07/07/1994 - 12/08/1994
LEW LIEBERBAUM & CO., INC. (GARDEN CITY NY)
IA
Issued 11/12/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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