Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Cella is a financial advisor with over 13 years of experience in the financial services industry. Michael is currently registered with Oppenheimer & Co. Inc. in San Francisco, California. Michael has a wide range of experience in the financial services industry, having previously worked with Cowen and Company and KeyBanc Capital Markets Inc. Michael holds a Series 63, Series 7 and Series 24 license and is also registered to provide investment advice in 52 states and territories.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
04/11/2023 - Present
Oppenheimer & Co. Inc. (SAN FRANCISCO CA)
CA
10/29/2015 - 03/16/2023
COWEN AND COMPANY (San Francisco CA)
CA
10/11/2006 - 04/30/2012
KEYBANC CAPITAL MARKETS INC. (SAN FRANCISCO CA)
BC
Issued 05/08/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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