Unclaimed
Michael Gary Rudelson is an investment advisor representative with Kestra Advisory Services, LLC. Michael has been in the securities industry since January 8, 1981. Michael has experience with financial planning, pension consulting, and selection of other advisors. Michael is registered with the state of Texas and holds Series 6, 7, 22, 24, and 63 licenses. Michael also has experience with insurance products.
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.
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.
1
2
TX
06/22/2016 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
GA
04/03/1998 - 11/13/2000
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
GA
06/23/1995 - 04/16/1998
FSC SECURITIES CORPORATION (ATLANTA GA)
TX
02/27/1990 - 10/31/1995
MICHAEL G. RUDELSON, INC. (HOUSTON TX)
IN
10/10/1989 - 08/10/1995
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
10/10/1989 - 08/10/1995
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
06/07/1984 - 11/08/1989
UR FINANCIAL, INC.
NA
01/09/1981 - 10/26/1984
H. C. COPELAND AND ASSOCIATES EQUITIES, INC.
BC
Issued 06/23/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
BC
Issued 06/23/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/29/1980
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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