Michael HaleCRD Number: 6280193
Current Firm: Prudential Financial Planning Services
Michael Hale (CRD# 6280193) is an Investment Advisor Representative working at Prudential Financial Planning Services in West Palm Beach, FL and has over 2 years of experience in the finance industry.
Gwn Securities Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Prudential Financial Planning Services
|The Prudential Insurance Company Of America||Boca Raton, FL||Mar 2018 - Current||3|
|Pruco Securities LLC||Boca Raton, FL||Mar 2018 - Current||3|
|Hornor Townsend & Kent Inc.||Horsham, PA||Mar 2016 - Mar 2018||2|
|Penn Mutual Life Insurance Co||Horsham, PA||Feb 2016 - Mar 2018||2|
|Metlife Securities||Fort Lauderdale, FL||Dec 2013 - Feb 2016||2|
|Custom Coatings, Inc.||Fort Lauderdale, FL||Jan 1997 - Dec 2013||16|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jun 2019|
|S63||Uniform Securities State Law Examination||Sep 2020|
Total Assets Under Management11,236MILLIONS
Total Number of Accounts70,757ACCOUNTS
Average Account Value$158,796
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.