Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Anthony Procaccio is a financial advisor registered with Cetera Investment Advisers LLC. Michael has been in the industry for 29 years and has been with Cetera Investment Advisers LLC since 2004. Michael is a Series 6, 63, and 65 licensed advisor. Michael has been registered with the state of Illinois since 2004, and is also registered with the state of Arizona, Florida, Maryland, Michigan, Missouri, North Carolina, Ohio, and Wisconsin. Michael offers advisory services such as financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Michael is also involved in other business activities including Pro Financial Services Group, Inc. which provides tax preparation, bookkeeping, payroll services, tax services, and real estate services.
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
IL
05/21/2004 - Present
Cetera Investment Advisers LLC (ROSELLE IL)
IL
10/08/2001 - 05/10/2004
NSA SECURITIES CORPORATION (SCHAUMBURG IL)
IL
08/24/1994 - 10/04/2001
TERRA SECURITIES CORPORATION (SCHAUMBURG IL)
IA
Issued 12/15/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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