Unclaimed
Michael Marcell is a financial professional with Elite Retirement Group. Michael has been working in the industry since March 2014. Michael is registered as an Investment Advisor Representative in Wisconsin. Michael has a Series 65 license. Michael specializes in retirement planning, financial planning, estate planning, and insurance.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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WI
01/14/2021 - Present
Elite Retirement Group (PLOVER WI)
IA
Issued 07/14/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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