Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gilman is a financial advisor with Gerber Kawasaki Wealth & Investment Management. Michael has been in the financial services industry since 2016. Michael holds Series 7, 6, 63, and 66 securities licenses. Michael previously worked at Fidelity Brokerage Services LLC and NYLife Securities LLC. Michael provides financial planning, portfolio management for individuals, businesses, and investment companies. Michael specializes in working with high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
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.
Third-party advisory fees
1
2
CA
01/12/2023 - Present
Gerber Kawasaki Wealth & Investment Management (SANTA MONICA CA)
CA
08/14/2018 - 09/07/2021
FIDELITY BROKERAGE SERVICES LLC (WOODLAND HILLS CA)
CA
05/23/2016 - 07/30/2018
NYLIFE SECURITIES LLC (ENCINO CA)
CA
03/07/2016 - 03/29/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (WESTLAKE VILLAGE CA)
BOTH
Issued 09/01/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/14/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/26/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2018
Series 7 - General Securities Representative Examination
BC
Issued 03/07/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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