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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 John Brandone is a financial advisor with over 30 years of experience in the financial services industry. Michael is registered with Asset Allocation Strategies, LLC, a firm that specializes in providing financial advice and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. Michael has a wide range of experience working with various firms, including Veritas Independent Partners, LLC, Calton & Associates, Inc., and Questar Capital Corporation. Michael is a Certified Financial Planner and a Chartered Financial Consultant, and holds Series 6, 7, 22, 24, 26, 63, and 65 licenses.
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.
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
TX
01/03/2019 - Present
Asset Allocation Strategies, LLC (FRISCO TX)
AR
07/17/2017 - 12/13/2018
VERITAS INDEPENDENT PARTNERS, LLC (CONWAY AR)
TX
05/03/2013 - 07/27/2015
CALTON & ASSOCIATES, INC. (FRISCO TX)
ID
08/22/2011 - 04/01/2013
QUESTAR CAPITAL CORPORATION (BOISE ID)
ID
02/08/2010 - 08/23/2011
SYMETRA INVESTMENT SERVICES, INC. (BOISE ID)
CA
12/10/2008 - 12/31/2009
TORREY PINES SECURITIES, INC. (DEL MAR CA)
CA
08/26/2003 - 02/19/2008
METLIFE SECURITIES INC. (CARLSBAD CA)
CA
08/26/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (CARLSBAD CA)
IL
10/21/1999 - 08/27/2003
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
CT
03/04/1996 - 03/01/1999
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
CT
10/15/1993 - 03/01/1999
AETNA INVESTMENT SERVICES, INC. (WINDSOR CT)
CT
08/02/1990 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
NY
11/10/1986 - 07/16/1990
PROCORP SECURITIES INCORPORATED (ROCHESTER NY)
NA
01/05/1982 - 10/14/1986
IDS LIFE INSURANCE COMPANY
NA
01/05/1982 - 10/14/1986
IDS MARKETING CORPORATION
NA
01/05/1982 - 10/10/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 03/06/1997
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/28/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/1986
Series 7 - General Securities Representative Examination
BC
Issued 06/04/1984
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/15/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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