Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Michalski is an investment advisor representative with BMB Advisers LLC. Stephen is registered with the state of California as an Investment Advisor Representative. Stephen has been in the industry since March 1999. Stephen has a Series 65 license. Stephen's areas of specialization include retirement planning, estate planning, and investment management. Stephen also provides accounting services through Freedman Broder & Company Accountancy Corp., where he is a shareholder and officer.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
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
03/08/2000 - Present
BMB Advisers LLC (LOS ANGELES CA)
IA
Issued 12/11/1999
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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