Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Adam Rousseau is a financial advisor who has been working in the financial services industry since 2005. Michael has a strong background in providing financial planning and investment advice to individuals, families, and businesses. Michael is currently registered with Cetera Investment Advisers LLC and has been with the firm since 2013. Michael is also a Certified Financial Planner™. In addition to his role at Cetera Investment Advisers LLC, Michael also owns and operates CCR Wealth Management LLC.
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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MA
03/21/2024 - Present
Cetera Investment Advisers LLC (WESTBOROUGH MA)
MA
08/15/2005 - 01/08/2013
SIGNATOR INVESTORS, INC. (NEEDHAM HEIGHTS MA)
IA
Issued 12/12/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/16/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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