Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kalen is an investment advisor representative at TLG Advisors, Inc. Michael has been in the financial services industry since May 16, 1995. Michael has a variety of experience, including previous roles at Prudential Securities Incorporated, PRUCO Securities Corporation, and The Prudential Insurance Company of America. Michael has also worked as a consultant for a number of companies, including The Sequoia Group LLC, COVR Financial Technologies, and Aquiline Capital Partners.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Placement of institutional funds
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
ID
05/26/2022 - Present
TLG Advisors, Inc. (Boise ID)
NJ
05/10/2010 - 02/10/2017
FUTURITY FIRST INVESTMENT SERVICES INC. (SUMMIT NJ)
CT
02/09/2007 - 10/07/2009
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (SIMSBURY CT)
CT
05/29/2003 - 10/07/2009
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
NY
06/13/2002 - 05/23/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
05/02/2001 - 04/28/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
01/06/1992 - 05/06/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
01/06/1992 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 07/31/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/20/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/24/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/31/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/23/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Kalen is the right advisor for you? Invested Better is here to help.
