Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Cortes is a financial advisor who has been in the industry for over 4 years. Michael is registered with Cetera Investment Advisers LLC in both Colorado and Texas. Michael is a Certified Financial Planner and has experience in providing financial planning, portfolio management for businesses and individuals, and pension consulting. Michael was previously employed by Northwestern Mutual Investment Services LLC, where he was registered as a broker-dealer. Michael is also a limited partner in The Network, Inc. and Quetzal Global DBA The Fitness Xchange.
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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CO
09/29/2021 - Present
Cetera Investment Advisers LLC (GREENWOOD VILLAGE CO)
CO
07/27/2019 - 03/16/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LAKEWOOD CO)
IA
Issued 04/15/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2019
Series 7TO - General Securities Representative Examination
BC
Issued 07/27/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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