Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Volini is an investment advisor representative at Cetera Investment Advisers LLC. Michael has been in the financial services industry since 2009. Michael is registered with the state of Texas as an investment advisor representative. Michael has a Series 63, 66 and 7 license. Michael has experience with providing financial planning, pension consulting, and portfolio management 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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NJ
06/04/2024 - Present
Cetera Investment Advisers LLC (MANALAPAN NJ)
NY
03/03/2020 - 06/07/2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (Staten Island NY)
NY
01/15/2016 - 03/04/2020
SANTANDER SECURITIES LLC (STATEN ISLAND NY)
NY
09/17/2013 - 01/19/2016
LPL FINANCIAL LLC (STATEN ISLAND NY)
NY
03/28/2012 - 09/09/2013
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (HOLBROOK NY)
NY
10/25/2011 - 12/20/2011
BROOKSTONE SECURITIES, INC. (STATEN ISLAND NY)
NY
08/27/2009 - 11/12/2009
MERCER CAPITAL LTD. (NEW YORK NY)
BOTH
Issued 10/11/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/05/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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