Unclaimed
Michael Whalen Jechorek is an Investment Advisor Representative at Gradient Advisors, LLC. Michael has been in the industry since at least 2013 and has a Series 65 license. Michael’s specializations include Retirement planning, College savings, Estate planning, Insurance planning, and Tax planning. Michael has worked at Gradient Advisors, LLC since November 2014 and also acts as a recruiter for the firm.
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.
Referral fees
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MN
03/24/2016 - Present
Gradient Advisors, LLC (Arden Hills MN)
IA
Issued 01/06/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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