Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Mondloch is an Investment Advisor Representative with Interfunds. Michael is registered with the state of California. Michael has been in the industry since January 1995. Michael has passed the Series 2 exam and specializes in Portfolio Management for Pooled Investment Vehicles.
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.
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
CA
01/01/2025 - Present
Interfunds (EMERYVILLE CA)
BC
Issued 07/14/1994
Series 2 - Non-Member General Securities Examination
Active
Inactive
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