Unclaimed
Michael Albertine is an investment advisor representative at Bleakley Financial Group, LLC, with over 13 years of experience in the financial industry. Michael has a strong focus on providing comprehensive financial planning and portfolio management services to both individuals and businesses. Michael's expertise includes working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Michael is registered as an Investment Advisor Representative in Arizona, Colorado, Connecticut, Florida, Georgia, New Jersey, New York, Pennsylvania, Rhode Island, Texas, and Virginia. Michael holds the Series 7 and Series 66 securities licenses. Michael is committed to providing personalized and tailored financial advice to help clients achieve their financial goals.
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.
1
2
NJ
07/02/2022 - Present
Bleakley Financial Group, LLC (FAIRFIELD NJ)
NJ
02/15/2010 - 02/26/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FAIRFIELD NJ)
BOTH
Issued 10/18/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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