Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Onieal is a financial advisor with Cetera Investment Advisers LLC. Michael has over 25 years of experience in the financial services industry. Michael has a Series 7, Series 63, and Series 6TO license. Michael specializes in providing financial planning, investment management, and other related services to individuals, businesses, and retirement plans. Michael is registered with the state of Indiana as an investment advisor representative.
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
IN
11/12/2020 - Present
Cetera Investment Advisers LLC (MUNCIE IN)
IN
11/02/2010 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (MUNCIE IN)
IN
01/01/2008 - 11/11/2010
WELLS FARGO ADVISORS, LLC (MUNCIE IN)
IN
04/16/1997 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MUNCIE IN)
BC
Issued 04/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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