Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Nesheim is an investment advisor representative with G.w. Sherwold Associates, Inc.. Michael has been in the industry since June 1998. Michael has a Series 65 license and has passed the Uniform Investment Adviser Law Examination in May 2015. Michael is currently registered with the state of California. G.w. Sherwold Associates, Inc. is a registered investment advisor with the state of California. The firm has a total of 689 client accounts and $455,358,654 in assets under management.
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.
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
09/05/2023 - Present
G.w. Sherwold Associates, Inc. (LAKE FOREST CA)
IA
Issued 05/30/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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