Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michele? Claim Your ProfileMichele Kocak is an Investment Advisor Representative at Gallagher Fiduciary Advisors, LLC. Michele is registered with the state of Maryland. Michele's firm primarily serves individuals, other investment advisors, corporations, state or municipal government entities, and pension and profit sharing plans. The firm offers a range of services, including financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
See schedule d misc. for explanation
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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MD
04/22/2022 - Present
Gallagher Fiduciary Advisors, LLC (Rockville MD)
IA
Issued 05/16/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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