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Michael Nedreski is a financial advisor with Gladstone Wealth Partners, located in Palm Beach Gardens, FL. Michael has been in the financial services industry since 1994, specializing in providing financial planning, retirement planning consulting, and general consulting services. Michael is registered to offer investment advice in several states. Michael’s current registrations include a Pennsylvania license as a Registered Investment Advisor and a Texas license as a Registered Investment Advisor. Michael has also been registered in several other states, including Florida, Indiana, Missouri, New York, North Carolina, Ohio, South Carolina, Texas, and 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.
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.
Wrap fee accounts, retirement planning consulting services, general consulting services, and referral 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.
1
2
FL
12/16/2022 - Present
Gladstone Wealth Partners (PALM BEACH GARDENS FL)
PA
08/01/2008 - 12/14/2015
CAMBRIDGE INVESTMENT RESEARCH, INC. (ERIE PA)
PA
09/29/1997 - 08/04/2008
INVESTORS CAPITAL CORP. (CORRY PA)
NJ
11/30/1989 - 10/02/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
11/30/1989 - 10/02/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 05/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2006
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 09/26/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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