Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Axelrod is an investment advisor representative at Bleakley Financial Group, LLC. Michael has been in the financial industry for over 25 years. Michael has a strong background in providing financial planning and investment advice to individuals and families. Michael is dedicated to helping clients achieve their financial goals. Michael is registered with LPL Financial LLC, Bleakley Financial Group, LLC, and Northwestern Mutual Investment Services, LLC. Michael has passed the Series 6, Series 7, Series 63 and Series 66 examinations. Michael is also a licensed life, health, disability, and long-term care insurance agent.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Non-investment consulting/implementation 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
NJ
07/01/2022 - Present
Bleakley Financial Group, LLC (FAIRFIELD NJ)
NJ
02/25/2015 - 07/01/2024
LPL FINANCIAL LLC (FAIRFIELD NJ)
NJ
05/13/1996 - 02/26/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FAIRFIELD NJ)
WI
06/11/1996 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 12/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/10/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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