Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kissinger is an investment advisor representative with Kingsview Wealth Management, LLC. Michael has been in the financial services industry since 1996. Michael is registered with the state of California as an Investment Advisor Representative. Michael has worked for a number of firms during his career, including Wells Fargo Clearing Services, LLC and U.S. Bancorp Investments, Inc. Michael specializes in financial planning, portfolio management for individuals, businesses, and investment companies.
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.
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.
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CA
11/08/2018 - Present
Kingsview Wealth Management, LLC (Mountain View CA)
CA
11/29/2011 - 11/14/2018
WELLS FARGO CLEARING SERVICES, LLC (MOUNTAIN VIEW CA)
CA
01/11/2010 - 11/30/2011
U.S. BANCORP INVESTMENTS, INC. (APTOS CA)
CA
05/02/2009 - 01/11/2010
CHASE INVESTMENT SERVICES CORP. (LOS GATOS CA)
CA
09/13/2006 - 05/02/2009
WAMU INVESTMENTS, INC. (LOS GATOS CA)
CA
06/08/2004 - 06/30/2006
CHARLES SCHWAB & CO., INC. (CAMPBELL CA)
NJ
02/14/2003 - 05/26/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
11/05/1997 - 02/21/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
FL
09/24/1996 - 09/10/1997
MONEY CONCEPTS CAPITAL CORP (PALM BEACH GARDENS FL)
IA
Issued 07/14/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/14/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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