Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Love is a registered investment advisor representative with Kestra Private Wealth Services, LLC. Michael has over 20 years of experience in the financial services industry. Michael is a Series 7, 63, and 65 licensed advisor. Michael has worked with a range of clients including individuals, families, businesses, and charitable organizations. Michael's previous experience includes positions at RBC Capital Markets, LLC and UBS PaineWebber Inc. Michael's specialties include financial planning, portfolio management, and retirement planning. Michael is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
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.
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
05/31/2023 - Present
Kestra Private Wealth Services, LLC (SAN DIEGO CA)
CA
03/07/2003 - 04/05/2012
RBC CAPITAL MARKETS, LLC (LA JOLLA CA)
NJ
07/23/1999 - 03/19/2003
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
IA
Issued 11/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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