Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Garry? Claim Your ProfileGarry Michel is a financial advisor with Cetera Investment Advisers LLC, a firm headquartered in Schaumburg, IL. Garry has been a financial advisor since 2007. Garry is registered with the state of New Jersey, New York, and Texas. Garry is a Certified Financial Planner. Garry is registered as a broker-dealer and investment advisor. Garry has experience in various financial services, including financial planning, portfolio management, and pension consulting. Garry provides financial advice to individuals, businesses, and pension plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
NY
04/20/2022 - Present
Cetera Investment Advisers LLC (MONTGOMERY NY)
NY
10/01/2012 - 04/14/2016
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
05/02/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
BOTH
Issued 2/7/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 5/24/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/9/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/14/2011
Series 7 - General Securities Representative Examination
BC
Issued 5/1/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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