Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Gallagher is an investment advisor representative at Opes Wealth Management, LLC. Michael has been in the industry since 2013 and has been registered with the state of California since 2022. Michael has a Series 65 license and has a specialization in Portfolio Management for Individuals and Financial Planning. Michael has previously worked at The Family Wealth Consulting Group, Lonestar Home Loans, Finance of America Mortgage, Commerce Home Mortgage, and Opes Advisors. Michael Gallagher is committed to providing clients with personalized financial advice and guidance.
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.
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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CA
05/16/2022 - Present
Opes Wealth Management, LLC (MENLO PARK CA)
IA
Issued 10/15/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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