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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Battaglia is a financial advisor with Brighton Jones LLC. Michael has been with the firm since January 2011. Michael has over 20 years of experience in the financial services industry. Michael is a Certified Financial Planner (CFP) and has a Series 65, Series 7 and Series 63 license. Michael specializes in providing financial planning, investment management, and wealth management services to individuals, families, and businesses. Brighton Jones LLC is a fee-based advisory firm that provides investment advice and wealth management services to high-net-worth individuals, families, and businesses. The firm has over $12 billion in assets under management and is headquartered in Seattle, Washington.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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WA
01/10/2017 - Present
Brighton Jones LLC (SEATTLE WA)
CA
04/08/1999 - 10/08/2004
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
MO
11/13/1997 - 04/12/1999
FFP SECURITIES, INC. (CHESTERFIELD MO)
IA
Issued 12/30/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/11/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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