Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gavaletz is a financial advisor with Creativeone Wealth, LLC. Michael has been in the financial services industry since 1990 and has a wide range of experience. Michael specializes in providing financial planning and portfolio management 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Sub adviser 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.
Sub-adviser fees/solicitor fees
1
2
KS
08/22/2023 - Present
Creativeone Wealth, LLC (OVERLAND PARK KS)
NJ
08/13/2015 - 04/20/2022
VALIC FINANCIAL ADVISORS, INC. (MOUNT LAUREL NJ)
NC
03/15/2001 - 07/29/2015
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
PA
01/07/2000 - 03/12/2001
SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)
NY
10/01/1999 - 01/07/2000
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
OR
01/12/1996 - 10/01/1999
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
NJ
07/05/1990 - 01/31/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
07/05/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 09/15/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/03/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Michael Gavaletz is the right advisor for you? Invested Better is here to help.
