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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 Goldstein is a financial advisor with Savant Wealth Management. Michael has been in the financial services industry since 2003. Michael holds the Series 7, Series 31, Series 63, and Series 65 licenses. Michael specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses.
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.
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2
IL
10/28/2022 - Present
Savant Wealth Management (ROCKFORD IL)
IL
09/29/2010 - 04/04/2011
CHASE INVESTMENT SERVICES CORP. (WILMETTE IL)
IL
05/24/2007 - 09/28/2010
CHARLES SCHWAB & CO., INC. (NORTHBROOK IL)
IL
04/02/2007 - 05/17/2007
MORGAN STANLEY & CO., INCORPORATED (RIVERWOODS IL)
IL
01/29/2004 - 04/02/2007
MORGAN STANLEY DW INC. (RIVERWOODS IL)
NY
04/29/2003 - 01/08/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 12/20/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/28/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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