Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kevin Malone is an Investment Advisor Representative with Greenrock Research, Inc. Michael has been in the industry since 1973 and holds the Series 65 and Series 1 licenses. Michael has a diverse professional background with previous experience at PaineWebber Incorporated, Paine, Webber, Jackson & Curtis Incorporated, Bache Halsey Stuart Inc., and Bache & Co Incorporated. Michael is also the Chairman of the Industry Advisory Board and a member of the Financial Advisory Board of Marketocracy Inc. Michael's areas of specialization include providing investment advice, research through advisor consultations, pension consulting, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals.
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.
Guidance on pension options to ensure a secure financial future.
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.
Provision of investment advice and research through advisor consultations
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
IL
07/16/2004 - Present
Greenrock Research, Inc. (CHICAGO IL)
NA
01/31/1980 - 05/10/1985
PAINEWEBBER INCORPORATED
NA
12/29/1976 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
NA
08/27/1976 - 02/10/1977
BACHE HALSEY STUART INC.
NA
08/17/1973 - 08/27/1976
BACHE & CO INCORPORATED
IA
Issued 07/14/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1973
Series 1 - Registered Representative Examination
Active
Inactive
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