Unclaimed
Michael Shutowick is a financial advisor with Cetera Investment Advisers LLC, a firm registered with the SEC and located in Schaumburg, IL. Michael has been in the financial services industry since 1998, and has experience working with a wide range of clients, including individuals, families, businesses, and retirement plans. Michael offers financial planning, portfolio management, and investment advisory services, among others. Michael is registered with the Securities and Exchange Commission (SEC) and FINRA, and holds a Series 7 and Series 63 license. Michael is also a Certified Financial Planner (CFP).
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
FL
06/29/2023 - Present
Cetera Investment Advisers LLC (Plantation FL)
FL
04/01/2009 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (Coconut Creek FL)
FL
03/06/1998 - 04/09/2009
LPL FINANCIAL CORPORATION (FORT LAUDERDALE FL)
NY
02/15/1995 - 02/23/1995
GRUNTAL & CO. INCORPORATED (NEW YORK NY)
BC
Issued 04/27/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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