Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Alan Lefton is a financial advisor registered with Cetera Investment Advisers LLC. Michael has been working in the financial industry since July 21, 1995. Michael has been registered with Cetera Investment Advisers LLC since June 2023 and has been registered with Cetera Advisor Networks LLC since June 2021. Prior to that, Michael was registered with VOYA FINANCIAL ADVISORS, INC. from January 1, 2004, to June 9, 2021, and with LOCUST STREET SECURITIES, INC. from July 31, 1995, to January 1, 2004. Michael has also been registered with FIDELITY EQUITY SERVICES CORPORATION from May 11, 1995, to May 19, 1995.
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
AZ
06/29/2023 - Present
Cetera Investment Advisers LLC (TUCSON AZ)
AZ
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (TUCSON AZ)
IA
07/31/1995 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
NA
05/11/1995 - 05/19/1995
FIDELITY EQUITY SERVICES CORPORATION
BOTH
Issued 02/08/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/23/2002
Series 24 - General Securities Principal Examination
BC
Issued 09/06/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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