Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joseph? Claim Your ProfileJoseph Michael is a financial advisor at Cetera Investment Advisers LLC. Joseph has been in the financial industry since 2003 and has extensive experience providing financial planning, portfolio management and wealth management services. Joseph has worked at numerous firms including Commonwealth Financial Network, OneAmerica Securities, and UMB Financial Services. Joseph is a licensed investment advisor in Kansas, Missouri and Texas and holds Series 7, 6, 63 and 66 licenses.
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.
1
2
KS
06/29/2024 - Present
Cetera Investment Advisers LLC (Overland Park KS)
KS
05/16/2019 - 07/01/2024
COMMONWEALTH FINANCIAL NETWORK (OVERLAND PARK KS)
IN
01/30/2007 - 04/09/2019
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
MO
03/17/2003 - 01/09/2007
UMB FINANCIAL SERVICES, INC. (KANSAS CITY MO)
BOTH
Issued 5/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/31/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/9/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/14/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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