Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Palace is a financial advisor with over 30 years of experience in the industry. Michael is currently a registered representative with Gladstone Wealth Partners. Michael is a highly experienced and qualified advisor, holding Series 63, Series 7, and Series 24 licenses. Michael provides a range of financial services including portfolio management for individuals and businesses, retirement planning, and general consulting.
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.
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.
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral 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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2
FL
08/12/2015 - Present
Gladstone Wealth Partners (PALM BEACH GARDENS FL)
NJ
09/07/2005 - 06/02/2015
WELLS FARGO ADVISORS, LLC (BERKELEY HEIGHTS NJ)
NJ
10/27/2000 - 09/02/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
FL
06/21/1990 - 10/26/2000
FUND SECURITIES, INC. (MIAMI FL)
BC
Issued 02/22/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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