Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael B. Flynn is a financial advisor with over 12 years of experience in the financial services industry. Michael is currently registered with Cetera Investment Advisers LLC. Michael has previously worked at Securities America, Inc., Citizens Securities, Inc., Santander Securities LLC, and NYLIFE Securities LLC. Michael specializes in providing financial planning, portfolio management, and pension consulting services. Michael is dedicated to helping his clients achieve their financial goals.
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
MA
01/08/2024 - Present
Cetera Investment Advisers LLC (EAST FALMOUTH MA)
MA
11/13/2020 - 12/15/2022
SECURITIES AMERICA, INC. (EAST FALMOUTH MA)
MA
09/23/2015 - 11/16/2020
CITIZENS SECURITIES, INC. (EAST FALMOUTH MA)
MA
03/05/2015 - 09/02/2015
SANTANDER SECURITIES LLC (FALMOUTH MA)
MA
03/16/2011 - 02/04/2015
NYLIFE SECURITIES LLC (HYANNIS MA)
IA
Issued 08/17/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/15/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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