Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kuzmak Van lieshout is an investment advisor representative registered with Stonemark Wealth Management. Michael has been in the industry since July 2023. Michael has a Series 65 license and is registered with the state of California. Michael is a licensed agent and investment advisor representative. Michael has experience working with a wide range of clients, including high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans. Michael is also a licensed agent and investment advisor representative.
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.
Consulting 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.
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CA
02/22/2024 - Present
Stonemark Wealth Management (PASADENA CA)
IA
Issued 02/22/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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