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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 Vaules is an investment advisor representative with Gallagher Fiduciary Advisors, LLC. Michael has been in the financial services industry since 1999. Michael is registered with FINRA and is also licensed in several states. Michael has a strong background in providing financial advice to individuals and businesses. Michael specializes in financial planning, portfolio management, and pension consulting. Michael is committed to providing his clients with the highest level of service and expertise.
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.
See schedule d misc. for explanation
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
08/16/2023 - Present
Gallagher Fiduciary Advisors, LLC (Ocean City NJ)
NJ
07/20/2023 - 08/23/2024
TRIAD ADVISORS LLC (Ocean City NJ)
NJ
01/25/2021 - 07/17/2023
INDEPENDENT FINANCIAL GROUP, LLC (OCEAN CITY NJ)
NJ
09/25/2017 - 01/27/2021
ROYAL ALLIANCE ASSOCIATES, INC. (OCEAN CITY NJ)
NJ
09/05/2008 - 09/27/2017
NATIONAL PLANNING CORPORATION (MOORESTOWN NJ)
NJ
11/03/2005 - 09/05/2008
SECURITIES AMERICA, INC. (CHERRY HILL NJ)
CA
02/27/2003 - 08/15/2005
HANSON MCCLAIN RETIREMENT NETWORK, LLC (FOLSOM CA)
NE
06/22/2001 - 02/11/2003
SECURITIES AMERICA, INC. (LAVISTA NE)
NY
08/24/1999 - 03/26/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 10/05/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/04/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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