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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Alan Davis is a financial advisor with Cetera Investment Advisers LLC. Michael has been working in the financial industry since January 13, 2006. Michael is registered with the state of Washington as an Investment Advisor Representative. Michael also holds licenses to sell securities in Florida, Illinois, North Carolina, Oregon, Virginia, and Washington. Cetera Investment Advisers LLC is a registered investment advisor with the Securities and Exchange Commission. The firm provides financial planning, portfolio management, and other investment advisory services to individual and institutional clients.
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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WA
06/29/2023 - Present
Cetera Investment Advisers LLC (DUPONT WA)
WA
03/06/2018 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (DUPONT WA)
WA
05/22/2014 - 02/20/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (DUPONT WA)
WA
01/01/2006 - 05/23/2014
EDWARD JONES (DUPONT WA)
BOTH
Issued 04/30/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/19/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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