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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Kats is an Investment Advisor Representative for Mariner Wealth, where he has been employed since April 2022. Michael has been in the financial services industry since February 2012. He previously worked at Wells Fargo Advisors, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Michael is a Certified Financial Planner and holds the Series 7 and Series 66 licenses. Michael offers a variety of financial services including financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. Michael specializes in working with high net worth individuals, insurance companies, charitable organizations, banking or thrift institutions, pension and profit sharing plans, corporations or other businesses, individuals other than high net worth, and state or municipal government entities.
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.
Family office 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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2
NJ
05/09/2022 - Present
Mariner Wealth (MADISON NJ)
NJ
06/19/2015 - 04/18/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BERKELEY HEIGHTS NJ)
NJ
06/17/2013 - 05/12/2015
WELLS FARGO ADVISORS, LLC (ROCKAWAY NJ)
BOTH
Issued 07/05/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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