Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Charles Blevis is a financial advisor registered with Cetera Investment Advisers LLC. Michael has been in the industry since 2016 and is licensed to provide financial services in 52 states and the District of Columbia. Michael has a background in both broker-dealer and investment advisory services. Michael is experienced in a wide range of financial planning services, including portfolio management for individuals and businesses, pension consulting, and financial planning.
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.
1
2
NJ
01/13/2025 - Present
Cetera Investment Advisers LLC (Wyckoff NJ)
NJ
01/04/2021 - 05/20/2021
GOLDMAN SACHS & CO. LLC (PARSIPPANY NJ)
NJ
02/19/2016 - 01/04/2021
MERCER ALLIED COMPANY, L.P. (PARSIPPANY NJ)
BOTH
Issued 06/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/2021
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Michael Blevis is the right advisor for you? Invested Better is here to help.
